Leeham News and Analysis
There's more to real news than a news release.
Pontifications: the A380, Airbus and Boeing
May 4, 2015, c. Leeham Co. Of all the things we write about, nothing stirs responses and readership than news–of any kind–about the Airbus A380. Last week I wrote about Malaysia Airlines putting a large number of its… Read More
Malaysia Airlines fleet restructuring
April 30, 2015: Malaysia Airlines is offering for sale or lease all six of its Airbus A380s, its two Boeing 747-400Fs and four Airbus A330-200Fs and four Boeing 777-200ERs as it seeks to restructure following a disastrous 2014…. Read More
Fundamentals of airliner performance; Part 7, the wing.
By Bjorn Fehrm Introduction April 28, 2015, c. Leeham Co. In our articles where we present an analysis of different airliners, we use a number of terms like aspect ratio, wetted area, etc and we assume that the… Read More
A380, 10 years later
April 28, 2015: Airbus is celebrating 10 years of its A380 super jumbo. Just about everybody else is taking pot shots at it. There’s little doubt the airplane is a masterful achievement. But production miscues delayed the airplane… Read More
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Pontifications: “Everyone” deferring Boeing 787s? Not hardly.
April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More
Can PIPs bring the A380 what Emirates Airlines wants?
By Bjorn Fehrm Subscription required. Introduction 26 April 2015, C. Leeham Co: With Emirates Airlines deciding for Rolls-Royce Trent 900 engines for its 50 new A380s and admitting that it would accept that this could be for all… Read More
United Airlines revises fleet plan
April 23, 2015: United Airlines announced its 1Q2015 earnings today (which will eventually be posted with commentary on SkyWriterAviation.aero). What caught our eye in the press release was the following. United will: Complete the removal of more than… Read More
Analysts hone in on Boeing Free Cash Flow
Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More