Leeham News and Analysis
There's more to real news than a news release.
Key lessors see strong wide-body market despite worries
Subscription Required Introduction Aug. 7, 2017, © Leeham Co.: Amid talk that Middle Eastern airlines, which are the largest group of users for wide-body aircraft, may defer Airbus and Boeing airplanes, there are conflicting signs that the bleak… Read More
Pontifications: Context is everything
Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy: “I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”… Read More
Can Airbus improve the A321neo?
By Bjorn Fehrm Subscription Required Introduction August 03, 2017, © Leeham Co.: The Airbus A321 has been in its own single aisle league for capacity and with the A321LR for capacity and range. With Boeing’s launch of the… Read More
Etihad clears the decks
By Bjorn Fehrm August 2, 2017, ©. Leeham Co: “Etihad, where to now?” was our headline on our May review of the Gulf airline. The 2016 revenue and earnings were not clear at the time. Etihad group has now… Read More
Bjorn’s Corner: Electric aircraft, Part 5
July 28, 2017, ©. Leeham Co: In the last Corner, we looked at the mass of the propulsion components for a regional airliner. Now we complete the mass estimations for the complete hybrid electric system. We do that for… Read More
How Boeing pays back the 787 debts
By Bjorn Fehrm Subscription Required Introduction July 27, 2017, © Leeham Co.: Boeing held its 1H2017 call yesterday, giving further information on how the 787 deferred costs decline. The payback in 2Q2017 was $16m per aircraft. Boeing needed… Read More
Mid-year production update at Airbus
July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers. We examined Boeing Monday in advance of its earnings… Read More
Boeing assumes 787 rate goes to 14/mo, but still working on it
July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More
Boeing 2Q2017 earnings better than expected
July 26, 2017: Boeing reported better-than-expected 2Q2017 earnings today. Initial analyst reaction is below. The press release is here. The earnings call is at 10:30 am EDT. The link is here.