Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
Odds and Ends: 787 Developments on ELT, Production; Frontier as a ULCC
787 Developments: There have been a flurry of developments late Friday on the Boeing 787. First, it emerged that Boeing’s Charleston plant will not reach a production target of three per month by the end of this year… Read More
Odds and Ends: Fixing Ethiopian’s 787; Pricing the 777X; Indigo and Frontier Air
Fixing Ethiopian’s 787: The New York Times has a good article on the challenges of fixing Ethiopian Airlines’ Boeing 787. Pricing the 777X: The Wall Street Journal has an article about Boeing’s challenge of pricing the 777X. It’s… Read More
Odds and Ends: Bernstein: no 777X before 2020; Alaska, Frontier and Competition; A380 repair costs; Boeing labor challenges
No 777X before 2020: Bernstein Research, in a note issued today, says it doesn’t see delivery of the Boeing 777X before 2020. Also: on a recently completed trip to Asia, Bernstein wrote this: There’s clearly huge demand for… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
AMR’s goofy merger explorations
So AMR says it will explore merger opportunities as part of its bankruptcy process. The choices of potential partners are odd, indeed. According to The Wall Street Journal, AMR’s choices for a potential combination with American Airlines are… Read More
Southwest loses Frontier bid
Southwest Airlines lost its bid to acquire Frontier Airlines in the bankruptcy auction this week. The bid was a long shot because its competition was Republic Holdings, a DIP lender to Frontier and the largest unsecured creditor.
Some good news for Boeing
Boeing could use some good news, following more revelations last week and this about the wing-body issues of the 787, and this is it. Southwest Airlines plans a $113m bid for bankrupt Frontier Airlines in an auction next… Read More