Leeham News and Analysis
There's more to real news than a news release.
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
Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them
Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
Mid-Market airplane comes before A320, 737 replacement: Pratt & Whitney exec
Subscription Required Introduction June 16, 2016, © Leeham Co.: A middle of the market airplane will come before a replacement for the Airbus A320 and Boeing 737, predicts Alan Epstein, vice Alan Epstein, VP technology and environment, Pratt… Read More