Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Leahy’s retirement from Airbus
Nov. 14, 2016, © Leeham Co.: News emerged last week that Airbus super-salesman John Leahy has a new deputy, Kiran Rao. A new title for Rao wasn’t revealed in the Bloomberg story. He currently is EVP-Strategy and Marketing,… Read More
Boeing sees wide-body market recovery from 2020
Subscription Required Introduction Nov. 3, 2016, © Leeham Co.: Boeing may have solved its pressing problem of largely filling the production gap for the 747-8, but there is still a long way to go for the Boeing 777X…. Read More
UPS order tops off 747-8 line through 2020
UPS Boeing 747-8F. Source: Boeing. Subscription Required Introduction Oct. 31, 2016, © Leeham Co.: Last week’s order for 14 Boeing 747-8Fs and 14 options by UPS assures continuation of the program through 2020. If options are exercised, and… Read More
Pontifications: Hawaiian Air ponders A380
Oct. 31, 2016, © Leeham Co.: Hawaiian Airlines continues to ponder the possibility of acquiring one or two Airbus A380s, its CEO said on the third quarter earnings call—something that raises eyebrows and a lot of questions with… Read More
Bjorn’s Corner: Turbofan engine challenges, Part 1
October 28, 2016, ©. Leeham Co: Before we go into the details on the innards of airliner turbofans, we will look at some basics. We do that so that everyone is on the same page. A turbofan engine generates… Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More