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
Odds and Ends: Judge smacks down American; ailing Hong Kong Airlines
We were traveling Wednesday so we’re a little behind on this: American Airlines: The judge overseeing American’s bankruptcy denied a request to void labor contracts, particularly the pilot contract. This is a huge blow to management–and would seem… Read More
Odds and Ends: Seeking an injunction against A320 sharklet sales; more
A320 Sharklets: Remember the lawsuits between Aviation Partners and Airbus over winglets and sharklets? AP wants an injunction against A320 sharklet sales. That sure got Airbus’ attention. American and US Airways: Bloomberg has a long piece on US… Read More
Ft Worth columnist blasts American’s Horton
This is one of the most blistering critiques we’ve seen of a company CEO where no improprieties were involved. Mitchell Schnurman of American’s hometown paper, The Ft. Worth Star Telegram, just pummels AMR/American CEO Tom Horton.
Odds and Ends: the cost of a 737-800; Planes take off despite ground mishap; ‘We know about this’
Boeing 737-800: Wells Fargo’s aerospace analyst team issued a note today that confirms its previous calculations that American Airlines is paying $40m-$41m for its 737-800s. Update, August 1: We received this note from Wells Fargo: What was confirmed… Read More
AMR’s goofy merger explorations
So AMR says it will explore merger opportunities as part of its bankruptcy process. The choices of potential partners are odd, indeed. According to The Wall Street Journal, AMR’s choices for a potential combination with American Airlines are… Read More
US Airways’ CEO talks AMR, industry conditions at National Press Club
US Airways CEO Doug Parker spoke today on the effort to merge with American Airlines and of industry conditions. This is a running tally of the comments and Q&A. Parker: Was introduced as a good poker player, citing… Read More
Airbus and Mobile: Implications and analysis
Before getting to the meat of things, a couple of key stories: Mobile Press-Register, June 30. Details of the plan. Wall Street Journal: Boeing complains. It’s now one of the worst-kept industrial secrets: Airbus will announce at 10am… Read More
Wells Fargo estimates Southwest paid base price $34.7m for MAX
In a new research note issued today, Wells Fargo estimates that Southwest Airlines paid a based price of $34.7m each for the Boeing 737-8 MAX. The investment bank published the following table, followed by the text: Prior to… Read More
AA plans 767 retirement from about 2015–does this mean 787 order will finally be firmed up soon?
American Airlines announced that it plans to retrofit Boeing 777-200s and half its Boeing 767-300ER fleet with lie-flat business class seats as a means to upgrade its international service. AA also announced that it plans to retrofit only… Read More
Odds and Ends: ExIm Bank, 777X, Winglets, 737 MAX
ExIm Bank: The fight between Delta Air Lines and the ExIm Bank continues. As readers know, Delta is behind the move to block ExIm Bank financings of wide-body airplanes to international customers. We’ve a link to a Wall… Read More