Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Podcast: 10 Minutes About the A350F and the Impact on Boeing August 3, 2021
- Boeing’s apparent shifting product strategy August 2, 2021
- Pontifications: Biden’s new “Buy American” policy may hit Lockheed Martin-Airbus plans to compete in KC-Y tanker bid August 2, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 14. The ATO. July 30, 2021
- Airbus delivers strong 1H2021 and launches A350 Freighter July 29, 2021
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
Dissecting the 737-10 numbers
Analysis June 19, 2017, © Leeham Co.: Boeing’s launch of the 737 MAX 10 on its face was a surprisingly strong showing here at the Paris Air Show. Kevin McAllister, CEO of Boeing Commercial Airplanes, and Dennis Muilenburg,… Read More
Boeing launches 737 MAX 10 with 240 orders/Update with orders
Update: Early order announcements at the end of this post. June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales. More than 10… Read More