Leeham News and Analysis
There's more to real news than a news release.
IATA, Lufthansa cargo reports are discouraging
July 6, 2016, © Leeham Co.: Going into the Farnborough Air Show (#FIA16 on Twitter) next week, ominous signs continue to emerge about the health of the air cargo industry. The International Air Transport Assn. (IATA) Wednesday said… Read More
Farnborough Preview #3: Analysts weigh in
July 6, 2017: The industrial portion of the Farnborough Air Show (#FIA16 on Twitter) officially begins Monday and runs through Thursday. There are also some special events Sunday. LNC will be reporting from the Show throughout the week. Below… Read More
Book Review: The Crash Detectives
July 5, 2016, © Leeham Co.: The Crash Detectives, by Christine Negroni, © 2016. Penguin Books. Available on Amazon.com. As an avid follower of The Smithsonian Channel’s “Air Disaster” series and The Weather Channel’s “Why Planes Crash,”… Read More
Pontifications: Boeing is back
July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.) Boeing is back into airplane development mode. To be… Read More
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
Brexit special: analyst reaction
June 27, 2016: Aerospace and airline analysts are reacting to Thursday’s vote in Britain to leave the European Union. Below is a synopsis of some of the analyst notes we receive. Credit Suisse We are forwarding the analysis… Read More
Pontifications: Time to calm down from last week’s news cycle
June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More