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
Assessing the 25 YOA aircraft factor
Subscription Required Introduction Click on image to enlarge. Sept. 21, 2017 © Leeham Co.: Airbus and Boeing look ahead to 2021 and the next several years when wide-body aircraft begin turning 25 years old to spur orders for… Read More
Assessing the United A350-900 order
Subscription Required Introduction United Airlines last week returned to the Airbus A350-900 it originally ordered. It will replace Boeing 777-200ERs beginning in 2022. Image via Google. Sept. 11, 2017, © Leeham Co.: The deal last week between United… Read More
Decision detailed (sort of) in Boeing-Bombardier price dumping case
June 27, 2017, © Leeham Co.: The US International Trade Commission (ITC) last week released its detailed decision to go forward with the Boeing complaint that Bombardier engaged in price dumping when it sold the CS100 to Delta… Read More
Pontifications: The pricing jigsaw puzzle
May 22, 2017, © Leeham Co.: The prices airlines and lessors pay for their airplane purchases have long been of intense interest to just about everybody associated with the airline industry. The manufacturers want to know what their… Read More
Pontifications: Branson gets pissy over dropping the Virgin America name
April 3, 2017, © Leeham Co.: Sir Richard Branson came to Seattle last week to promote the new service by Virgin Atlantic Airlines to London. In a hissy-fit, he promptly pissed on Alaska Airlines for the business decision… Read More
Pontifications: Warlick’s Warriors support ALS research
March 27, 2017, (c) Leeham Co.: It wasn’t the kind of presentation usually given at the ISTAT general meeting earlier this month. Peter Warlick, vice president of finance for American Airlines, announced to nearly 2,000 people that he… Read More
Major fleet decisions may not be positive for Airbus, Boeing
Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More
Pontifications: Boeing 737-9 roll-out–Nothing Special in the Air
March 6, 2017, © Leeham Co.: Boeing rolls out its 737-9 MAX tomorrow. Last week, I received a call from one of the network/cable news organizations asking, What’s special about this airplane? The answer is: Nothing.
Boeing’s tactical option for MOM sector
Subscription Required Introduction Aug. 14, 2017, © Leeham Co.: It’s not a done deal yet—the business for the so-called Boeing 797 remains a challenge. But the consensus is that Boeing will launch the program next year, for an… Read More
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Posted on August 14, 2017 by Scott Hamilton
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