Leeham News and Analysis
There's more to real news than a news release.
Flightblogger on 737RE, Aeroturbopower on A320 v 737-800
Two very interesting posts came up today. The first is from Aeroturbopower, a blog that concentrates on engines and engine-related stuff. In today’s post, Aeroturbopower has a very interesting analysis on fuel burn on the Airbus A320 vs… Read More
Milestone in aerial refueling: the unmanned KC-10
Very clever and creative flying, as reported here.
Qantas, Transaero buy Airbus; Hazy cool to 737RE
AirInsight just posted three pieces about aircraft developments. One concerns the big order from Qantas for A320/A320neos, another is about the Transaero deal for the A320neo and the third is our report referenced in the 777 post below… Read More
Bernstein assess 787 profitability
Bernstein Research issued a report today assessing the Boeing 787 program profitability. Highlights: It appears unlikely to us that Boeing will deliver a positive program gross margin over an initial accounting block of 1000 airplanes, if production inventory… Read More
Assessing the 777 upgrade
The “godfather of leasing,” Steven Udvar-Hazy, the CEO of Air Lease Corp., weighed in on the 737RE and the prospective improvements to the 777 during ALC’s earning’s call. And when Hazy speaks, the industry listens. Hazy, who favored… Read More
Narrowing the 737RE design
While the aviation world is waiting to see what the Boeing 737RE will be, information that has emerged publically from Boeing and information we’ve obtained gives, we think, a reasonable picture of what the airplane will look like…. Read More
Boeing comments on the 737RE
As the aviation world waits for Boeing to define the 737RE, it might be worth taking a close look at the July 27 earnings call discussion relating to the airplane, apart from the topic of where the aircraft… Read More
FAA funding gap won’t affect 747-8, 787 certification plans
As Boeing pushes ahead toward certification of the 747-8 and the 787, with goals for delivery of the 747-8F and the Dreamliner before the end of this quarter, Congress adjourned without funding the Federal Aviation Administration responsible for… Read More
Aviation Week has new twist on American Airlines Airbus-Boeing deal
Aviation Week has a story on the Airbus-Boeing deal–and says it isn’t really a firm order, likening it to the Boeing 787 of a few years ago.