Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

11th 737 MAX on the assembly line as Boeing gears up for delivery next year

Oct. 11, 2016, © Leeham Co.: The 11th 737-8 MAX is already on the Boeing production line at the factory in Renton (WA). This one is for Lion Air, the Indonesian Low Cost Carrier that’s ordered 201 of… Read More

 43 Comments

 Posted on October 11, 2016 by

 Airbus, Boeing, Ryanair, Spirit Aerosystems

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Looking under the hood at the Qatar order

Oct. 10, 2016, © Leeham Co.: Qatar Airways announced an expected order Friday for Boeing 777s and 787s, but surprised with the addition of a Letter of Intent for up to 60 Boeing 737-8s. The latter was characterized… Read More

 40 Comments

 Posted on October 10, 2016 by

 Airbus, Boeing, Qatar Airways

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Pontifications: Airbus, Boeing and Qatar; and more on the WTO

Oct. 10, 2016, © Leeham Co.: Last week ended with an order from Qatar Airways for 30 Boeing 787-9s and 10 777-300ERs. Qatar also signed a letter of intent (LOI) for 60 737-8 MAXes. But that wasn’t the… Read More

 3 Comments

 Posted on October 10, 2016 by

 Airbus, Boeing, Pontifications, Qatar Airways

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Airbus’ Eccleston talks about reorganization and WTO

Subscription Required Now open to all readers. Introduction Oct. 6, 2016, © Leeham Co.: Airbus’ reorganization continues to unfold, with key components to be revealed, including key personnel appointments. LNC sat down in Seattle with Barry Eccleston, president of… Read More

 2 Comments

 Posted on October 6, 2016 by

 Airbus, Boeing, Bombardier, Embraer

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Air Berlin, Europe’s ninth carrier, announces serious makeover

By Bjorn Fehrm October 06, 2016, ©. Leeham Co: Air Berlin, Germany’s second airline and Europe’s ninth largest carrier by passengers carried, announced that it will wet-lease 40 aircraft to Lufthansa together with many European routes, concentrate all tourist… Read More

 5 Comments

 Posted on October 6, 2016 by

 Airbus, Airlines, Boeing, Bombardier, Etihad Airways, Germanwings

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Looking 15 years ahead for Airbus, Boeing

Oct. 5, 2016, © Leeham Co.: The next 15 years won’t bring any relief to crowded airports and airplanes but nevertheless there are warning signs for the likes of Airbus, Boeing and the supply chain. Looking ahead to… Read More

 78 Comments

 Posted on October 5, 2016 by

 Airbus, Boeing, Bombardier, China, Comac

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Management buys company, Altavair emerges

Oct. 4, 2016: Shifting in the aircraft leasing business continues. Guggenheim Aviation partners (GAP) has been purchased by GAP’s management, ending a relationship with the giant Guggenheim investment group that began as a joint venture in 2003. In… Read More

 1 Comment

 Posted on October 4, 2016 by

 Airbus, Boeing, Lessors

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Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

 1 Comment

 Posted on October 3, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce

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Pontifications: Reorganization at Airbus

  Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More

 33 Comments

 Posted on October 3, 2016 by

 Airbus, Boeing, Pontifications

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Weekly Analyst Synopsis: Rolls, Boeing and leasing companies

Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.

 16 Comments

 Posted on September 28, 2016 by

 Airbus, Boeing, Rolls-Royce

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