Alaska, Virgin confirm merger

April 4, 2016, (c) Leeham Co.: Alaska Air Group and Virgin America confirmed weekend reports that they reached a deal to merge. The replay of the Alaska webcast/conference call, with slide show, is here. Rationale includes what LNC outlined… Read More

Virgin America does have some attractive attributes

March 29, 2016, © Leeham Co.: A report that JetBlue and Alaska Airlines submitted bids to buy Virgin America spurs the thought: this isn’t as wacky as it appears on the surface. When news emerged last week that… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

Boeing earnings call: will Muilenburg be more forthcoming than McNerney?

See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More

Alaska Air’s brand refresh after 25 years

Jan. 25, 2016: Alaska Airlines announced its first rebranding in 25 years today, revealing a new livery and new logo font. The airline is in a fierce battle with Delta Air Lines, as the latter develops Seattle into… Read More

Pontifications: Qatar Air adds US service, US airlines ramp up whining

May 11, 2015: Qatar Airways is going to add service to three more US cities and the US airlines don’t like it. That’s too bad. We’ve heard this story before. First, it was the proposed deregulation of the… Read More

Pontifications: Alaska Air vs Sea-Tac Airport

Alaska Air vs Sea-Tac Airport: As if Alaska Airlines doesn’t have enough to do fending off Delta Air Lines, the Port of Seattle, owner of the Sea-Tac International Airport, wants to build a new International Arrival Facility (IAF)… Read More

ISTAT: Airlines look at the market and explain differences between the past and today

March 9, 2015: The top four players now are acting differently than previous eras, focusing on profits and return on capital instead of market share, says Mark Eliasen, vice president of finance and treasurer of Alaska Airlines. Alaska… Read More

Odds and Ends: E-175s for Alaska; AirAsia X and Norwegian Air; Production rates

Nov. 25, 2014: E-175s for Alaska Airlines: SkyWest Airlines of the USA, a provider of contract service to several US carriers, ordered seven Embraer E-175s for planned service for Alaska Airlines. Simultaneously, Alaska announced new service from its… Read More

Delta looks to double Seattle gates as wide-body decision nears

Delta Air Lines wants to double the number of its gates at Seattle, potentially allowing more than 300 flights a day, Bloomberg News reports. The story appeared just weeks before Delta will make its decision whether to order… Read More