Leeham News and Analysis
There's more to real news than a news release.
Pivotal year for A380
Subscription Required Introduction June 12, 2017, © Leeham Co.: This is a pivotal year for the Airbus A380. Sales have dried up. Singapore Airlines is retiring five early versions of the airplane and there is no new home… Read More
ISTAT Asia 2017: The fight for the lead
By Bjorn Fehrm May 11, 2017, ©. Leeham Co: Airbus and Boeing had their customary presentation match at the second day of the ISTAT (International Society of Transport Aircraft Trading) conference in Hong Kong. Each OEM stuck to a… Read More
Airbus group 1Q 2017 results: no surprises.
By Bjorn Fehrm April 27, 2017, ©. Leeham Co: Airbus Group presented its first quarter results this morning. There were no surprises. Revenue and earnings were a bit lower than expected, but this is because a part of the… Read More
Things get worse before better at Cathay
April 6, 2017, © Leeham Co.: Cathay Pacific Airways faces a loss this year after posting its first loss in eight years last year. Analysts following the Hong Kong-based airline see another loss, with declining revenues and pricing… Read More
Major fleet decisions may not be positive for Airbus, Boeing
Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More
Airbus Group: the old Airbus haunts the new
By Bjorn Fehrm February 24, 2017, ©. Leeham Co: Airbus Group (“Airbus”) presented results for 2016 in line with guidance. The Airbus CEO Tom Enders said, “This is the best Airbus, ever.” Yet everything was not as expected; most… Read More
Singapore 777-9 order pressures, but does not kill A380
Feb. 16, 2017, © Leeham Co.: Last week’s order by Singapore Airlines for 20 Boeing 777-9s and 19 Boeing 787-10s immediately was viewed by some as the death knell for the Airbus A380. The 777-9 order would start… Read More
United: the road back
By Bjorn Fehrm Introduction February 1, 2017, ©. Leeham Co: A headline from one year ago read: “UNITED’S QUEST TO BE LESS AWFUL: A bungled merger. A corruption scandal. Three CEOs in a year. But hey, at least the snacks… Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More