Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Natilus: Composite BWB, entry-into-service by 2029, 570 on order April 17, 2025
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
Aviation Week has new twist on American Airlines Airbus-Boeing deal
Aviation Week has a story on the Airbus-Boeing deal–and says it isn’t really a firm order, likening it to the Boeing 787 of a few years ago.
Analysts view the Re-Engine competition
We were traveling last week and are only now getting around to going through the analyst reports we receive, commenting on the American Airlines order. We put together a long synopsis after the jump. Meanwhile, there are a… Read More
Strategically speaking, why American Airlines?
Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More
$30m for the Airbus, Boeing at American: Wells Fargo
Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More
American Airlines order after-thoughts
It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:
American press conference on huge order
Running comments from the American Airlines press conference: Tom Horton Today is a transformational day for American. American’s order presentation, 19 page PDF: AMR Aircraft With this plan we are jumping to the front of the line and… Read More
American orders: Airbus, 260; Boeing, 200
American Airlines this morning announced its blockbusting order that has been the subject of international intrigue since the Paris Air Show. The order is comprised of: 260 A320 family airplanes from Airbus plus 365, with conversions rights within… Read More
American’s order, as we see it
Note: It’s impossible to keep up with the changing and leaking information. Just do a Google News search for the latest. The situation today remains fluid and often contradictory. News stories, and our own information, agree that a… Read More