Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
Air Asia acquires stake in Batavia Air; opening for CSeries?
Air Asia will acquire 77% of Batavia Air and the rest of the shares next year. Air Asia is an A320/A330 operator. Batavia has a mix of A320s, A330s and Boeing 737 Classics. We can’t help but wonder… Read More
Boeing 2Q12 earnings up
Boeing reported its second quarter and half-year results today. The press release may be found here. Initial analyst take: Bernstein: Boeing reported Q1:2012 EPS of $1.27, versus our estimate of $1.20 and consensus of $1.12. Q1 sales came… Read More
Odds and Ends: COPA, Aeromexico, GOL for MAX
The Wall Street Journal reported late today that COPA, Aeromexico and GOL are lining up for the Boenig 737 MAX. The WSJ article is subscription-only but perhaps it will show up on Google News, as some do. COPA… Read More
Odds and Ends: Designing 737 MAX; RR & PW; CFM
737 MAX: Boeing Frontiers Magazine has a long article with lots of pictures describing the designing process of the Advanced Technology Winglets. RR-PW on big engines: Aviation Week has this article speculating on the prospect of Rolls-Royce and… Read More
It’s official: United orders 150 firm Boeing jets (100 Max, 50 900ERs)
Press conference Jeff Smisek, CEO United 100 737 Max 9 50 737-900ERs, replaces 757s flown domestically. Jim McNerney, CEO The Boeing Co. Thanks to UA for putting trust in us. Boeing and United go back a long, long… Read More
Farnborough, Day 3: Even more dull than Day 2
Few little activity today. Orders today Airbus: CIT Aerospace, 10 A330 (five previously undisclosed); China Aircraft Leasing, 28 A320ceo, 8 A321ceo–MOU. Boeing: Avolon (lessors), commitment for 20 737 MAX 8/9 and 10 737-800s. The MAXes are part of… Read More
But what of the runway performance?
Dominic Gates of The Seattle Times has this story in which he has the following observation: Wyse revealed that Boeing, through structural efficiencies, has also beefed up the allowed maximum take-off weights for the three MAX variants. Each… Read More