Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Do I get COVID in airline cabins? Part 4. May 29, 2020
- What’s the gain of flying a smaller single-aisle during COVID-19 recovery? May 28, 2020
- HOTR: LATAM files bankruptcy, latest COVID airline casualty; 1,100 aircraft involved May 26, 2020
- Mitsubishi SpaceJet retreat is the best news for Embraer in months May 25, 2020
- Pontifications: Aircraft values, lease rates plummet May 25, 2020
Pontifications: Aircraft values, lease rates plummet
May 25, 2020, © Leeham News: Aircraft lease rates continue to plummet as the virus crisis infects the airline industry. In an update of its periodic look at rates, the UK advisory firm ISHKA last week looked at… Read More
Lessor exposure to Airbus, Boeing wide-bodies
Subscription Required By Scott Hamilton May 18, 2020, © Leeham News: As airlines park or retire thousands of aircraft, lessors with wide-body airplanes are most at risk. Single-aisle airplanes are easier to re-lease and more in demand when… Read More
Better to bring capacity back with a 787-10 or 777-300ER
Subscription Required By Vincent Valery Introduction May 14, 2020, © Leeham News: Last week, we compared the economics of the Boeing 777-300ER and 777-9 on the world’s busiest intercontinental route. The older aircraft proved a viable alternative, thanks… Read More
Pontifications: Boeing focuses on design, production vs airplane development–for now
By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More
Bjorn’s Corner: Can I get COVID-19 in airline cabins? Part 1.
May 8, 2020, ©. Leeham News: In our Corner series, we now dig into this important subject: Is my probability of getting infected with the COVID-19 virus higher in an airliner cabin than in other places? We look… Read More
Better to bring capacity back with a 777X or 777-300ER? Part 2
By Bjorn Fehrm Subscription Required Introduction May 7, 2020, © Leeham News: With the Covid-19 pandemic depressing passenger traffic for years to come, we started an analysis last week on the options the airlines have who wait for… Read More
Updated with earnings call: Spirit Aerosystems reports 1Q loss, expect worse 2Q
By Scott Hamilton May 6, 2020, © Leeham News: Spirit Aerosystems, a major supplier to Boeing and Airbus, reported a net loss of $163m for the first quarter. The loss was a negative margin of 15.5% on revenues… Read More