Analyzing the Top Customers for Airbus and Boeing

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Pontifications: A380 “oh-woe-is-me” valid, if premature

Sept. 19, 2016, © Leeham Co. The real (very boring) headline should be: “Aircraft lease reaches end.” This was the wry comment by Alasdair Whyte of Aircraft Investor last week, reporting on media coverage of Singapore Airlines’ decision… Read More

Pontifications: Odds and Ends to end the summer

Sept. 5, 2016, © Leeham Co.: August was unusually slow, so today is sort of an Odds and Ends clean-up of the summer. There was the Southwest Airlines engine incident and the reports that ANA’s Boeing 787s have… Read More

What’s happened to the VLA sector?

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Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More

Dearth of wide-body order hang over Airbus, Boeing

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Slowing economies begin to impact Airbus, Boeing

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Top 10 Stories in 2015

HOLIDAY SCHEDULE: Unless there is major, breaking news, Leeham News and Comment is taking the Christmas-New Year’s holidays off. We resume our normal publishing scheduled Jan. 4, 2016. So what do we have? Mitsubishi holding an MRJ briefing… 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

Emirates’ mid-range choice

By Bjorn Fehrm Nov. 10 2015, ©. Leeham Co: The Dubai Air Show is on its second day and there are no mega orders. The one that should have been, the mid-range requirement for Emirates Airline, has been postponed,… Read More