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
New American Airlines now a reality; big challenges ahead
December 6 passed without fanfare, but the New American Airlines is a reality. The first day of stock trading, under the symbol AAL, begins today. The Ft. Worth Star-Telegram–the hometown paper of the Ft. Worth-based AA–has this story,… Read More
Points to ponder in Boeing 777X site selection
Boeing last month issued Requests for Proposals from 15 states and locations for some or all of the work for its new 777X. . Deadline for responding to the RFP is mid-December, essentially three short weeks away. …. Read More
CFM LEAP accelerating in test program; Airbus and the A350-800
Aviation Week has a long, detailed story about the test program for the CFM LEAP engine, which is accelerating rapidly. In its 737 MAX program update yesterday, Boeing said the LEAP-1B has begun testing and it will benefit… Read More
Odds and Ends: AA, US and DOJ have mediator; new C919 order; A380 break even
Movement on AA-US merger: Terry Maxon of The Dallas Morning News reports that American Airlines, US Airways and the Department of Justice have picked a mediator to sort out the DOJ’s lawsuit to block the AA-US merger. See… Read More
Southwest’s forthcoming expansion will offset AA-US consolidation
Southwest Airlines has begun a one year countdown to the day the Wright Amendment will disappear. The Amendment, named after former US House Speaker Jim Wright, restricts Southwest’s ability to fly from in-town Dallas Love Field. Originally Southwest… Read More
American, US Airways respond to DOJ complaint
American Airlines and US Airways filed their responses to the DOJ lawsuit seeking to block the merger. The Dallas Morning News has this synopsis. The full, 50-page US Airways response is here. There’s one element that particularly caught… Read More
Odds and Ends: S&P; C-17; AA-US merger (again); 777X wing work; WA aerospace future
S&P says don’t pay attention to our ratings: On the same day Delta Air Lines was named to the S&P 500, The Los Angeles Times had this article commenting on Standard & Poor’s legal defense of its investment… Read More
FedEx takes first 767-300ERF; sources say readies 767-2CF order
FedEx took delivery of its first Boeing 767-300ERF yesterday. Boeing Photo As we reported way back on June 16, our market intelligence tells us FDX is lined up to become the first commercial customers of the 767-2C, the… Read More