Leeham News and Analysis
There's more to real news than a news release.
777 P2F market grinds to a halt: lack of feedstock, Boeing, war, money to blame
Subscription Required By Scott Hamilton Jan. 27, 2025, (c) Leeham News: Boeing’s inability to deliver 787s on time and continued delays in certification of the 777-9 mean airlines planning to replace aging aircraft or expand must retain older… Read More
Pontifications: Assessing the future of stand-alone GE Aviation
By Scott Hamilton Nov. 22, 2021, © Leeham News: GE Aviation’s (GEA) spin-off takes the corporate burden off its back and opens that way to move forward just as commercial aviation should be over the COVID-19 pandemic. The… Read More
777 freighter conversion methods and their differences
Subscription Required By the Leeham News Team Sept. 27, 2021, © Leeham News: The race for the Boeing 777 P2F Freighter conversion is on. IAI Bedek Big Twin Boeing 777-300ERF passenger-to-freighter conversion. Lessor GECAS, now part of AerCap,… Read More
Diverging financial fortunes for Airlines and Lessors
Subscription Required By Vincent Valery Introduction Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More
Pontifications: AerCap and GECAS to combine — assessing the impact
March 15, 2021, © Leeham News: GE Corp.’s decision to sell its mega-leasing unit, GECAS, to AerCap represents a huge shift in commercial aviation. For decades, GECAS was the largest lessor in the world. One of GE’s best… Read More
Twin-aisle leasing market challenges
Subscription Required By Vincent Valery Introduction Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More
Restarting credit markets
Subscription Required By Vincent Valery Introduction April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More
Pontifications: Catching up on Odds and Ends-Alaska’s Airbus fleet, first E195-E2 delivery, Boeing’s MAX rebranding question
Take our Boeing 737 MAX rebranding poll at the end of this post. Sept. 2, 2019, © Leeham News: It’s time to catch up on Odds and Ends. Alaska Airlines In its second quarter earnings call and 10Q… Read More
Pontifications: DAE acquires AWAS, moves up in lessor status
Aug. 21, 2017, © Leeham Co.: Commercial aviation in the Middle East may be having its severe challenges right now, but over the weekend a major step forward took place. Dubai Aerospace Enterprises over the weekend completed its… Read More