Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
Pontifications: A330ceo P2F picks up steam
Aug. 16, 2021, © Leeham News: Freighter conversions for the Airbus A330ceo are picking up steam as the inventory jumps following the COVID-19 pandemic. There are 20 A330s that have been converted: 13 -300s and seven -200s. Package… Read More
Pontifications: Aircraft prices, rents plunge
Nov. 9, 2020, © Leeham News: Aircraft prices and lease rates are plunging as the COVID-19 pandemic continues to devastate the airline and manufacturing industries. The Australian newspaper reports that Rex Airlines will pay A$60k/mo for its ex-Virgin… Read More
HOTR: Somewhat stabilizing twin-aisle lease rates
By the Leeham News Staff Sept. 22, 2020, © Leeham News: Ishka, the UK-based appraisal and consultancy firm, Thursday published its update of values and rents for 5-year old, twin-aisle aircraft. After a significant reduction since the beginning… Read More
HOTR: Boeing bear case: $73bn revenue drop 2020-2025
By the Leeham News Staff Sept. 9, 2020, © Leeham News: Morgan Stanley has a new aerospace analyst, Kristine Liwag, who initiated coverage on a half dozen companies over two days last week. Among them, of course, was… Read More
HOTR: Lease rates, aircraft values continue to plunge/Update
Update: Ishka advises that its starting comparison point in the chart below should have been January, not July. This changes the rate of value and rent decline appreciably. Aug. 19, 2020, © Leeham News: Aircraft values and least… Read More
HOTR: NOK Air, 3 more bite the dust in COVID fall-out
By the Leeham News Staff July 31, 2020, © Leeham News: NOK Air of Thailand is the latest carrier to filed for bankruptcy. LNA’s monthly tracking of failed carriers adds NOK, Jet Time, Level and Blue Air to… Read More
HOTR: American’s threat to Boeing: no MAXes without financing
By the Leeham News staff July 14, 2020, © Leeham News: Last week’s news that American Airlines told Boeing it won’t take delivery of 17 new 737 MAX-8s unless it can get financing isn’t a surprise for those… Read More
HOTR: Boeing still sees MAX 3Q recertification
By the Leeham News staff June 10, 2020, © Leeham News: Despite COVID slowdowns, Boeing still expects recertification of the 737 MAX in the third quarter, say people familiar with the situation. Whether this timetable proves out remains… Read More
Pontifications: Aircraft values, lease rates plummet
May 25, 2020, © Leeham News: Aircraft lease rates continue to plummet as the virus crisis infects the airline industry. In an update of its periodic look at rates, the UK advisory firm ISHKA last week looked at… Read More