Leeham News and Analysis
There's more to real news than a news release.
Is a Boom SST good business for Virgin Atlantic?
By Bjorn Fehrm Subscription required Introduction November 21, 2016, ©. Leeham Co: The emergence of Boom Technology and Virgin Atlantic’s plans to offer supersonic business class passenger traffic over the Atlantic is intriguing. Enough of the business plans and… Read More
Airbus, Boeing deferrals may indicate slowing global economy
Subscription Required Introduction Boeing 737 flightline at Boeing Field: 737s awaiting delivery. Seattle Times photo via Google images. Nov. 17, 2016, © Leeham Co.: The deferral by United Airlines of 65 Boeing 737-700s announced Tuesday caused some observers… Read More
Boeing stock sell-off on United news appears misplaced
Nov. 16, 2016, © Leeham Co.: The market sell off yesterday of Boeing stock appeared on the surface to be a reaction to the news that United Airlines is deferring 61 737-700s and switching these to four larger… Read More
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