Leeham News and Analysis
There's more to real news than a news release.
Widebody sales prospects this year
Subscription required. Introduction June 3, 2015, c. Leeham Co. Sales of widebody jets have slowed going into the Paris Air Show in under two weeks. Airbus sold six A330-200s, four A330-200Fs and Boeing hopes to make a sale… Read More
Pontifications: re-engining airliners and the A380
June 1, 2015, c. Leeham Co. The Paris Air Show begins in two weeks. One thing that won’t happen is the launch of the Airbus A380neo. We still think it will happen, though at a later date. Re-engining… Read More
Airbus Innovation days: A350-1000 getting real
By Bjorn Fehrm Introduction May 28, 2015, c. Leeham Co. We are visiting the Airbus Innovation days where we have been given an update all Airbus civil aircraft programs. The perhaps most interesting update is the progress of the… Read More
Boeing 777 Japanese suppliers see rate cut in 2016: BAML
May 26, 2015: Key Japanese suppliers on the Boeing 777 program have told Bank of America Merrill Lynch they expect a production rate cut in 2016, BAML aerospace analyst Ron Epstein reports in a note published earlier today…. Read More
Pontifications: Fare and market share wars
May 25, 2015, c. Leeham Co. Airline stocks took a dive last week when it appeared fare wars and eroding capacity discipline is beginning among US carriers. Southwest Airlines said it will be adding capacity at the rate… Read More
Open Letter to Members of Congress on ExIm
To Members of the US Congress: There will be a vote soon on whether to reauthorize the US ExIm Bank. You should do so. Arguments by some that this is a form of corporate welfare are unfounded. Suggestions… Read More