Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How Boeing’s actions affect Products, Airbus: Analysis (Update) October 11, 2024
- Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs October 11, 2024
- Bjorn’s Corner: New engine development. Part 28. Wrapup. October 11, 2024
- Boeing strike hits suppliers, Airbus steps in October 10, 2024
- Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight October 9, 2024
Elliott’s plan for Southwest: new governance, curbed costs, monetize passengers
Subscription Required By Judson Rollins June 13, 2024, © Leeham News: Elliott Investment Management announced an activist shareholder campaign against Southwest Airlines’ board and management earlier this week. The airline’s share price has declined 50 percent in three… Read More
Employee Expenses, Fuel Costs Hit Southwest Earnings
Rising fuel supports introduction of 737 MAX in October By William DiBenedetto May 1, 2017: Southwest Airlines’ first quarter profits fell by nearly 32% to $351m, driven largely by big increases in employee union contract expenses and fuel… Read More
Southwest Air’s expansion to resume next year, says CEO
Southwest Airlines plans to complete the integration of AirTran by the end of this year, positioning the carrier to resume expansion into new markets, says CEO Gary Kelly. In an interview last week at WN’s Dallas headquarters, Kelly… Read More
Southwest sticks with continuous hub/point-to-point as core business strategy
American Airlines plans to shift from continuous hubbing at three of its major cities–an operational process where flights flow throughout the day–to return to traditional peak-and-valley hubbing. But Southwest Airlines, despite many significant changes to its business model… Read More