Leeham News and Analysis
There's more to real news than a news release.
- Bjorn’s Corner: Faster aircraft development. Part 24. Post certification, Sustainment phase.
- GE Aerospace FY and Q4 2025 Earnings Thrust Higher Propelled by Services Growth, LEAP Volume and Expanding Margins
- GE 2026 Outlook: From LEAP Momentum to 777X Certification and the Rise of RISE
- Boeing planning to activate North Line with 737-8s/9s in advance of MAX 10 certification
- Open Forum: Week of Jan. 19
Odds and Ends: MH370, Day 5; Delta’s RFP
MH370, Day 5: Yesterday brought another round of frenzied media coverage when the Chinese government released satellite images of what might be pieces of the Malaysian 777 in the water, 140 miles west of the last known contact… Read More
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Posted on March 13, 2014 by Scott Hamilton
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
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Posted on December 9, 2013 by Scott Hamilton
Odds and Ends: Alaska strikes back; boost for Q400; Airbus CEO speaks; Groveling
Alaska strikes back: Alaska Airlines has finally struck back at Delta Air Lines, which has been announcing loads of new service into Alaska’s Seattle hub. Alaska announced this morning: Alaska Airlines will begin daily nonstop service between Salt… Read More
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Posted on December 6, 2013 by Scott Hamilton
Odds and Ends: 777X Shell game; CSeries updates; EADS unions; More oops
777X Shell Game: TheStreet.com asks whether the Boeing 777X orders announced at the Dubai Air Show amounts to a massive shell game. By this, the column means whether these orders merely will come from other airlines as traffic… Read More
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Posted on November 21, 2013 by Scott Hamilton
Odds and Ends: Lessor announced for CSeries; Aircraft gap; Delta vs Alaska
Chinese Lessor for CSeries: Bombardier today announced the identity of a previously undisclosed customer for the CSeries, and it is important for two reasons: one, it’s a lessor, and two, it’s from China. CDB Leasing Co. signed a… Read More
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Posted on October 18, 2013 by Scott Hamilton
Odds and Ends: ANA to be battle royale; Boeing’s top salesman; Delta and the A380
All Nippon Airways Wide-Body Battle: Having lost a bombshell order to Airbus at Japan Airlines, the focus in Japan now turns to ANA, reports Reuters. Will Boeing shift work from Japan? Reuters has this story. Boeing’s Top Salesman:… Read More
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Posted on October 9, 2013 by Scott Hamilton
American, US Airways respond to DOJ complaint
American Airlines and US Airways filed their responses to the DOJ lawsuit seeking to block the merger. The Dallas Morning News has this synopsis. The full, 50-page US Airways response is here. There’s one element that particularly caught… Read More
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Posted on September 11, 2013 by Scott Hamilton
Odds and Ends: 787 fulfilling dream; Weather worsens for CSeries; Painting out logos; plane vs car
787 Opens New Routes: The Boeing 787 is still getting some negative headlines about dispatch reliability, but the plane is proving Boeing’s underlying message about opening new, “thin” routes. The Tacoma News-Tribune has this story detailing how the… Read More
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Posted on September 10, 2013 by Scott Hamilton
Odds and Ends: S&P; C-17; AA-US merger (again); 777X wing work; WA aerospace future
S&P says don’t pay attention to our ratings: On the same day Delta Air Lines was named to the S&P 500, The Los Angeles Times had this article commenting on Standard & Poor’s legal defense of its investment… Read More
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Posted on September 9, 2013 by Scott Hamilton
Delta orders Airbus–a look back at the history between the two companies
Delta Air Lines announced an order today for 30 A321ceos and 10 A330-300 HGW. This is the first Airbus order from Delta in two decades; the only previous order was for nine A310-300s during the days of CEO… Read More
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Posted on September 4, 2013 by Scott Hamilton