Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 5. January 17, 2025
- What’s the future of the Boeing 787-8? January 16, 2025
- FAA understaffing affects air operations oversight; NTSB falls short, too January 13, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 4. January 10, 2025
- The market is ready for a 787F. But is Boeing? January 9, 2025
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
Part 1–Boeing 757: An analysis of facts and myths
Subscription required. By Bjorn Fehrm Part 1 of 3 Introduction The Boeing 757 was developed in the late 1970s as a replacement for Boeing’s popular 727 mid-range single aisle aircraft. Starting from the smaller 727, it ultimately grew… Read More
Alaska-Delta Battle in Seattle comes at the expense of United, Southwest
National media and trade magazines are paying attention to the increasing battle between Alaska Air Group (Alaska Airlines and Horizon Airlines) and Delta Air Lines (including its regional airline partners) in the Battle in Seattle as the latter… Read More
New American Airlines now a reality; big challenges ahead
December 6 passed without fanfare, but the New American Airlines is a reality. The first day of stock trading, under the symbol AAL, begins today. The Ft. Worth Star-Telegram–the hometown paper of the Ft. Worth-based AA–has this story,… Read More
