Leeham News and Analysis
There's more to real news than a news release.
LCC changes face of long-haul
By Bjorn Fehrm 21 September 2016, ©. Leeham Co: Norwegian has announced that it has now flown its three millionth passenger on their long-haul network. Norwegian first launched low-cost flights from Scandinavia to the U.S. in May 2013,… Read More
Weekly analyst update: focus on Boeing, Zodiac and defense stocks
Sept. 21, 2016: Today’s weekly analyst synopsis includes commentary on the US presidential election on defense stocks; some updates about Boeing and its recent appearance before the Morgan Stanley conference; and improvements at Zodiac, which affect Airbus. Analysts… Read More
Pontifications: A380 “oh-woe-is-me” valid, if premature
Sept. 19, 2016, © Leeham Co. The real (very boring) headline should be: “Aircraft lease reaches end.” This was the wry comment by Alasdair Whyte of Aircraft Investor last week, reporting on media coverage of Singapore Airlines’ decision… Read More
Russian-Chinese wide-body: Aircraft performance
By Bjorn Fehrm Subscription required. Introduction September 19, 2016, ©. Leeham Co: In Part 4 of the article series, we put together an assumed complete Chinese-Russian wide-body aircraft with fuselage, wing, engines, etc. It is now time to understand… Read More
Boeing CEO reiterates production targets
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
Russian-Chinese wide-body: The aircraft, Part 4
By Bjorn Fehrm Subscription required. Introduction September 15, 2016, ©. Leeham Co: In Part 3 of this series, we identified the type and size of wing we would have on a new Russian-Chinese wide-body. It’s now time to go… Read More
The MAX’s first mission: Cross the Atlantic
By Bjorn Fehrm 14 September 2016, ©. Leeham Co: During 2014, we wrote several articles on what could be a good replacement for the Boeing 757-200Ws operated on trans-Atlantic missions. One of the aircraft we looked at was… Read More
Two analysts, two very different views of Boeing free cash flow
Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Boeing’s transition to more automation
Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More