Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Pontifications: Make a Wish, AA responds
July 13, 2015: I’m traveling. Pontifications this week and next will be “grabs” from YouTube. The first is a short video of a young boy with a heart condition who wishes to be a pilot for American Airlines,… Read More
Embraer gains 125 orders at half-year
June 17, 2015, Paris Air Show, c. Leeham Co. With focus, as always, on Airbus and Boeing, and an airplane that neither exists nor is about to any time in the near-term (the Middle of the Market aircraft),… Read More
MOM market depends on price, says Air Lease Corp
June 9, 2015, c. Leeham Co. The Middle of the Market (MOM) airplane seems next up on the development plate. Air Lease Corp (ALC) is a major player in the development of any new airplane, and president John… Read More
IATA: Lufthansa welcomes US carriers to Mid-East dispute
June 7, 2015: The chief executive officer of Lutfhansa Airlines said he welcomes the Big Three US airliners to the dispute over whether the Big Three Middle Eastern carriers are unfairly competing against legacy airlines. Carsten Spohr, CEO… Read More
Bjorn’s corner: Conversion to A350, we talk to Finnair.
Introduction June 4, 2015, c. Leeham Co. In our article series around A350 we now finish by covering how an airline prepares its pilots for flying A350. Here we were given the possibility to interview Finnair’s Flight Safety Manager Tapani… Read More
Pontifications: Fare and market share wars
May 25, 2015, c. Leeham Co. Airline stocks took a dive last week when it appeared fare wars and eroding capacity discipline is beginning among US carriers. Southwest Airlines said it will be adding capacity at the rate… 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
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More