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
American to decide on merger Jan. 9, Bloomberg says
American Airlines’ Board of Directors will meet on Jan. 9 to decide whether to merge with US Airways, according to this report by Bloomberg News. The outcome, of course, has ramifications beyond those employees of both airlines. These… Read More
Odds and Ends: Boeing stock buyback; Charging suppliers for doing business; AA+US
Boeing Stock Buyback: Boeing announced a stock buyback of #3.6bn for next year. Wells Fargo has this to say in a research note issued today: Boeing had more than $11B of cash on the balance sheet at the… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
Bob Crandall assesses the situation at American
AMR risks cash erosion following seat issues Following our post yesterday about American Airlines, Terry Maxon, the aviation reporter for The Dallas Morning News and one of our oldest friends in this business, sent us this link to… Read More
The downward spiral of American Airlines
We’ve been watching with dismay the downward spiral of American Airlines. This once-great carrier is hardly recognizable any more. It is perplexing to us how a management team that got its training under Robert Crandall and helped create… Read More
Odds and Ends: Dire outlook for airlines; 787 Deliveries; American-USAirways
Dire Outlook: This article is nothing to cheer about. The author predicts a low growth in global GDP, and this is what Airbus and Boeing rely upon for their growth and production forecasts. It says airlines are emitting… Read More
Odds and Ends: 737 faces challenges; 737 MAX and China; American Air
737 Challenges: The Puget Sound Business Journal has this long piece about the challenges facing the 737 from Airbus and others. 737 MAX and China: Meantime, China is, at long last, looking at the MAX for its airlines…. Read More