Leeham News and Analysis
There's more to real news than a news release.
Risk-Adjusted Business Outlook
A 2024 view of macroeconomic and indicators for the aircraft finance and leasing markets By David Yu and William Loh Feb. 13, 2024, © Leeham News: As we entered 2024, this is an interesting time for aircraft finance… Read More
HOTR: A near $100bn Equity Hole to Fill
By the Leeham News Staff Dec. 7, 2021, © Leeham News: LNA published an article last April highlighting the divergence in financial fortunes between airlines in lessors in the aftermath of the COVID-19 pandemic. While most lessors avoided… Read More
Pontifications: A deeper hole for the Boeing 737 MAX market share
Aug. 9, 2021, © Leeham News: Boeing’s 737 MAX market share vs Airbus is in a deeper hole than may be generally realized. Aviation Week last week complied a list of the top seven low-cost carrier airlines in… Read More
Asia-Pacific airline recovery held back by slow vaccination, border closures
Subscription Required By Judson Rollins Introduction July 5, 2021, © Leeham News: The passenger air travel recovery from COVID-19 has been wildly uneven, even between neighboring countries. Most countries with large domestic markets have seen dramatic rebounds in… Read More
Pontifications: Winter is coming
By Vincent Valery Sept. 28, 2020, © Leeham News: The end of September marks the time when airlines in the Northern Hemisphere assess their summer season financial performance. Depending on the outcome, they adjust their capacity and evaluate… Read More
HOTR: LATAM files bankruptcy, latest COVID airline casualty; 1,100 aircraft involved
By the Leeham News Staff May 26, 2020, © Leeham News: LATAM, the largest airline company in South America, filed for Chapter 11 bankruptcy today in New York. LATAM operates more than 300 aircraft. This filing means more… Read More
Pontifications: What shape and how long will recovery take?
April 20, 2020, © Leeham News: There just is little good news for the aerospace industry right now. Airbus announced it will reduce production by a third across the A-Series airliners. I don’t think this will be the… Read More
Is COVID-19 a Force Majeure event?
Editor’s Note: Airbus, Boeing and Embraer and other OEMs face requests for deferrals and perhaps cancellations of orders as a result of COVID-19. In addition, Boeing now faces cancellation requests for the 737 MAX grounding, now in its… Read More
Pontifications: What kind of aid could US airlines get?
March 16, 2020, © Leeham News: Airlines in Europe already asked governments for financial aid as coronavirus forces massive schedule cutbacks and in some cases, complete service suspension. In the US, talk of aid began in earnest last… Read More