Pontifications: Photo essay

June 11, 2018, (c) Leeham News: In a change of pace, here are a number of photos gathered from recent visits to museums in the US and Canada. The Lockheed L-1049 Constellation of the Airline History Museum in… Read More

Assessing the United A350-900 order

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WestJet’s 787, international strategy fraught with risks

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Pontifications: Branson gets pissy over dropping the Virgin America name

April 3, 2017, © Leeham Co.: Sir Richard Branson came to Seattle last week to promote the new service by Virgin Atlantic Airlines to London. In a hissy-fit, he promptly pissed on Alaska Airlines for the business decision… Read More

Major fleet decisions may not be positive for Airbus, Boeing

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Airline assets and lessor assets: Bombardier and Embraer

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Book review: Glory Lost and Found

Sept. 8, 2016: Glory Lost and Found: How Delta Climbed from Despair to Dominance in the Post-9/11 Era is a ponderous title for a ponderous book. But this is not a criticism. Glory Lost is one of the best… Read More

Will United’s new president open door for Airbus?

Aug. 30, 2016, © Leeham Co.: Will Scott Kirby’s move from president of American Airlines to the same position at United Airlines lead to a major shift in fleet acquisition at the Chicago-based carrier? This is an intriguing… Read More

Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More