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: “Everyone” deferring Boeing 787s? Not hardly.
April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More
United Airlines revises fleet plan
April 23, 2015: United Airlines announced its 1Q2015 earnings today (which will eventually be posted with commentary on SkyWriterAviation.aero). What caught our eye in the press release was the following. United will: Complete the removal of more than… Read More
Challenges working against 777 Classic production goal
Subscription Required Introduction March 22, 2015, c. Leeham Co.: The aerospace analyst team at Wells Fargo last Thursday predicted a production rate cut for the Boeing 777 Classic despite continued statements by Boeing it will maintain production at… Read More
Pontifications: USA to the World: “We want to fly everywhere. Period.”
Two of the Big 3 Middle Eastern carriers launched a PR counter offensive in Washington DC today. Below are my thoughts. I haven’t weighed in on the current battle between the Big 3 US airlines and the Big… Read More
Odds and Ends: WTO and 777X tax breaks; US airlines vs Middle East; Goldman and Boeing; ExIm Bank
WTO to examine 777X tax breaks: Well, we predicted this in November 2013 when Washington State extended the Boeing 787 tax breaks to the 777X. And it’s happened. The World Trade Organization is going to take a look… Read More
Airbus investors day Dec. 10-11: here’s our preview
The annual Airbus investors days are tomorrow and Thursday in London. Airbus will webcast the event; go here to link up. The presentations will include a mix of commercial and military, with John Leahy, chief operating officer of… Read More
Book Review: American Airlines, US Airways and the Creation of the World’s Largest Airline
American Airlines, US Airways and the Creation of the World’s Largest Airline, By Ted Reed and Dan Reed, c.2014. Publisher: McFarland (website), 800-253-2187. $39.95 on Amazon. This is the first book about the merger of American Airlines and… Read More
Part 2: Boeing 757: Airbus A321neoLR as a replacement on long and thin routes
Subscription required. By Bjorn Fehrm Part 2 of 3 Introduction In Part 2 of our three-part 757 Replacement analysis, we take a close look at Airbus’ new 97 tonnes take off weight A321neo, revealed by Leeham News and… Read More