Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Boeing claims 737MAX better than each NEO
Here is a very clever photo shop of the Boeing MAX colors. Here is an expanded version of a story we did for Commercial Aviation Online: Boeing launched its 737 re-engined airplane Tuesday, calling it the MAX (for… Read More
Posted on September 1, 2011 by Scott Hamilton
Replacing 757s; Bombardier’s Scott and Delta; pricing engines
AirInsight, in a burst of prolific writing, posted three pieces of note today: An analysis of the cost of operating and maintaining Boeing 757s and why there is a move to replace this versatile aircraft; Thoughts on the… Read More
Posted on August 25, 2011 by Scott Hamilton
Odds and Ends: Delta’s small jet deferral and other things
Delta Air Lines deferred the highly anticipated order for the 100-150 seat airplane due to worries about taking on too much debt in the current economic environment. Multiple sources say Bombardier’s CSeries had been favored over the Embraer… Read More
Posted on August 22, 2011 by Scott Hamilton
Delta to order 737-900s, small airplane order deferred
Bloomberg News just tweeted Delta Air Lines is to order 100 Boeing 737-900s. WE have three sources saying the same, though without the number. Boeing won the deal over the Airbus A320/320neo due to earlier delivery positions and… Read More
Posted on August 22, 2011 by Scott Hamilton
Embraer ponders new, 2,000nm airplane
Embraer is pondering a new, 2,000nm airplane in the 130-150 seat class. Here is the Flight Global story. The interesting thing about this is that Bank of America’s Ronald Epstein characterizes the CSeries as having too… Read More
Posted on August 8, 2011 by Scott Hamilton
Analysts opine on Embraer, Bombardier
Goldman Sachs and JP Morgan issued notes this week that give some opinions on rivals Embraer and Bombardier: Goldman Sachs: Embraer July 31: We believe Embraer remains the best, yet most ignored, story in our commercial aerospace coverage…. Read More
Posted on August 2, 2011 by Scott Hamilton
American is the launch customer for 737RE–but not the launch operator
American Airlines is the launch customer for the Boeing 737 re-engine, but it’s not the launch operator. As American’s 10Q SEC filing revealed the day the order was announced, AA won’t take delivery of the first 737RE until… Read More
Posted on July 27, 2011 by Scott Hamilton
For Boeing: when one door closes, another door opens
There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More
Posted on July 23, 2011 by Scott Hamilton
McBoeing, 787’s insidious impact overwhelm product strategy
McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More
US airlines ready orders
There has been a rash of articles this week breathlessly focusing on US carriers and the prospect they will order airplanes this year. This is no revelation, nor is the prospect that Boeing customers might line up and… Read More
Posted on July 1, 2011 by Scott Hamilton