Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Lower interest rates, a tailwind for new orders September 16, 2019
- Pontifications: Spirit Air reveals new seats at Apex September 16, 2019
- WTO clears US for $10bn in tariffs in Airbus subsidy case September 14, 2019
- Look to 2013 787 grounding to see how Boeing will return MAX to service September 13, 2019
- Airbus touts Airspace, Internet of Things at APEX convention September 13, 2019
Pontifications: An old pro thinks long-haul LCC model is about who loses the most money
March 26, 2018, © Leeham News: Long-haul, low-cost carriers are likely here to stay but the impact will be limited. This is the conclusion of Robert L. Crandall, former CEO of American Airlines, who faced the USA’s first… Read More
Global Services won’t hurt airline tech ops, says Boeing official
Feb. 13, 2018, © Leeham Co.: A Boeing official today dismissed concerns that expanding Boeing Global Services, with additional controls on aftermarket support for commercial airplanes it builds, might negatively impact potential sales. Several airlines, including Delta, Singapore,… Read More
Joon enables Air France-KLM to expand its low cost offering
By Bjorn Fehrm December 13, 2017, ©. Leeham Co: Air France-KLM, or really Air France, has after a long dialogue with its trade unions set up Joon, a new LCC operation in the group. The new airline flew its… Read More
Norwegian’s risky fleet expansion
By Bjorn Fehrm Subscription Required Introduction February 15, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle last week (Norwegian from now on), we pointed out the company’s relatively weak balance sheet. It’s considerably weaker than… Read More
Norwegian, from regional to mainline competitor
By Bjorn Fehrm Introduction February 8, 2017, ©. Leeham Co: When SAS (Scandinavian Airlines Systems) canceled Norwegian Air Shuttle’s (NAS) contract to feed its Norwegian network 2002, it had no idea the former feeder would almost run it out… Read More
2017, a tougher year for European airlines?
By Bjorn Fehrm January 5, 2017, ©. Leeham Co: The last two years have seen increased profits for the airline industry. Lower priced fuel gave the industry time to breath and to finally earn a reasonable Return on Invested… Read More
Europe’s airlines: LCC, the winning formula
By Bjorn Fehrm Nov. 18 2015, ©. Leeham Co: Easyjet revealed record numbers yesterday with pretax profits now at 14.6% of a year turnover of £4,686m. The load-factors for their aircraft are at a record 91.5% on a 12… Read More
ISTAT: Warning signs for airline industry
March 9, 2015: There are warning signs the global airline industry needs to heed, says John Luth, CEO of the US consultancy Seabury Group. The economic recovery isn’t uniform across the globe, Luth said in the keynote address… Read More
A350-1000 gets upgrade to 387 seats; we analyse the consequences
Subscription required By Bjorn Fehrm Introduction 28 Jan 2015: Exactly one week after the first Airbus A350 started regular service between Doha and Frankfurt with Qatar Airways (on 15th of January), upgrades to the A350 capacity was announced by Airbus in a… Read More