Leeham News and Analysis
There's more to real news than a news release.
Boeing reports 2011 earnings, estimates for 2012: just 35-44 787 deliveries
Boeing reported its earnings for 2011 and its estimates for 2012, including delivery estimates for the 787–which were surprisingly low. Boeing forecast 70-85 787/747 deliveries this year, with half (35-44) being 787s. This is will below Wall Street… Read More
Airbus, ATR big losers in Kingfisher turmoil
This is an expanded version of a story we did for Flight Global. Airbus will be hit hard if Kingfisher Airlines of India fails. ATR has already lopped its entire order of turbo-props from its books due to… Read More
Understanding appraisers in aircraft values
There has been an active discussion in the comment section on the “Rate 35” post and the relative merits of appraisals and appraisers with respect to the Airbus A320 and Boeing 737NG. We’ve been involved in the airline… Read More
Punching through the hysteria about closing Boeing Wichita
Mike Mecham of Aviation Week has a thorough analysis of what’s behind the decision to close Boeing Wichita. Contrast Mike’s story with this ridiculous analysis. It’s very, very rare that we call out someone else but this one… Read More
Fallout from Boeing’s Wichita move continues
Wichita (KS) politicians continue to grouse about the decision by Boeing to close the defense operations there and move jobs to Oklahoma City, San Antonio and Puget Sound (Seattle). The Seattle Times has this article, quoting the Wichita… Read More
Damaged Qantas A380 to return to service
The Qantas Airbus A380 damaged last year in an uncontained engined failure will return to service by the end of the year, reports Aviation Week. This is in keeping with QF never having an airframe loss. What caught… Read More
C919 gains but loses advantages
Here is an article we did for FlightGlobal Pro. After a slow and disappointing start compared with expectations that had been set in advance of the Zhuhai Air Show in November 2010, Commercial Aircraft Corporation of China’s (Comac)… Read More
Caution flags waving as we enter 2012
As 2012 opens, we are concerned about the increasing signs global cargo traffic is softening. Cargo traffic is typically a leading indicator of passenger traffic, both on the decline and subsequent rise. Cargo traffic fell 25% globally at… Read More