Leeham News and Analysis
There's more to real news than a news release.
Silly argument by jilted Kansas
Politicians in Kansas have asked for a review on national security grounds of the Boeing decision to close its defense operations in Wichita, according to this news report. This is just silly. Boeing has plenty of security clearances… Read More
Odds and Ends: 737 MAX development cost; another range boost for A330
737 MAX: We did this story last week on the development cost of the Boeing 737 MAX. A330: Airbus is going to boost the range of the A330 to make it more closely match that of the Boeing… Read More
CFM aftermarket drives Safran revenues, profits
A recent report by Bernstein Research takes an in-depth look at Safran, the French company that is the parent of Snecma, a joint venture partner with GE to form CFM International. CFM, of course, is the sole-source engine… Read More
Norwegian Air splits order with Airbus, Boeing
In a surprise, Norwegian Air Shuttle split a large order between Airbus and Boeing for A320 and 737 families. The Airbus order is only for the NEO and 737 order is a mix of MAX and NGs. We… Read More
Boeing reports 2011 earnings, estimates for 2012: just 35-44 787 deliveries
Boeing reported its earnings for 2011 and its estimates for 2012, including delivery estimates for the 787–which were surprisingly low. Boeing forecast 70-85 787/747 deliveries this year, with half (35-44) being 787s. This is will below Wall Street… Read More
Understanding appraisers in aircraft values
There has been an active discussion in the comment section on the “Rate 35” post and the relative merits of appraisals and appraisers with respect to the Airbus A320 and Boeing 737NG. We’ve been involved in the airline… Read More
Punching through the hysteria about closing Boeing Wichita
Mike Mecham of Aviation Week has a thorough analysis of what’s behind the decision to close Boeing Wichita. Contrast Mike’s story with this ridiculous analysis. It’s very, very rare that we call out someone else but this one… Read More