Caution overhangs 777X program-(Update)

Update: This story is corrected. July 21, 2017, © Leeham Co.: Lufthansa Airlines’  indications that it may reduce the order for 20 Boeing 777-9s underscores caution with which the program should be viewed. Emirates Airline already rescheduled its first… Read More

Pontifications: Emirates profits drop 83%, MC-21 and more news last week

May 15, 2017, © Leeham Co.: It was a busy news week last week. Emirates Airline headlined its 29th consecutive year of profits, but downplayed an 83% decline. The Irkut MC-21 moved to the tarmac, an indication first… Read More

Middle Eastern airline turmoil hits Boeing

Subscription Required Introduction April 10, 2017, © Leeham Co.:  Tim Clark of Emirates Airline said the new breed of long-haul, low cost carriers are hurting EK’s load factors and yields. Etihad Airlines’ business strategy of taking financial stakes… Read More

Major fleet decisions may not be positive for Airbus, Boeing

Pontifications is off this week. Subscription Required Introduction March 20, 2017, © Leeham Co.: There are some major fleet decisions that will probably come down the pike this year at American, Delta and United airlines. Not all of… Read More

Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More

Singapore 777-9 order pressures, but does not kill A380

Feb. 16, 2017, © Leeham Co.: Last week’s order by Singapore Airlines for 20 Boeing 777-9s and 19 Boeing 787-10s immediately was viewed by some as the death knell for the Airbus A380. The 777-9 order would start… Read More

A380 cost analysis

Subscription Required Introduction Jan. 23, 2017, © Leeham Co.: In a sister article, we will describe how Airbus A380 might change from a flagship aircraft for legacy carriers to a competitive tool for long-range LCCs. This change of… Read More

Analyzing the Top Customers for Airbus and Boeing

Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: The top 25 Airbus customers that are identified account for 63% for the current backlog, an analysis of the company’s order list shows. For Boeing, its Top 25 customers… Read More

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