Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
- How good is the C929? April 14, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 17. April 11, 2025
- Uncertainty plagues airline, aerospace, lessor industries over tariffs April 10, 2025
Elliott’s plan for Southwest: new governance, curbed costs, monetize passengers
Subscription Required Now open to all readers. 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… Read More
Elliott takes 11% share in Southwest, demands leadership overhaul
By Judson Rollins June 10, 2024, © Leeham News: Hedge fund Elliott Investment Management announced yesterday that it has a $1.9bn position in Southwest Airlines, comprising 11% of the company’s shares. It issued a letter to the airline’s… Read More
Southwest, the “legacy LCC,” part 2: Bloated labor expense, difficult fleet strategy result in uncompetitive cost structure
Subscription Required Now open to all readers. By Judson Rollins Introduction May 20, 2024, © Leeham News: Southwest Airlines was founded on the principles of high employee productivity and low labor costs. But 53 years after beginning operations,… Read More
Southwest, the “legacy LCC,” part 1: Not keeping up with industry standards crimps unit revenue
Subscription Required Now open to all readers. By Judson Rollins Introduction May 13, 2024, © Leeham News: Southwest Airlines, previously a longtime darling of investors and leisure passengers alike, struggles to find its footing now that the post-covid US… Read More
Southwest could solve its MAX 7 woes … by buying Breeze?
Subscription Required Now open to all readers By Judson Rollins Introduction May 6, 2024, © Leeham News: Southwest Airlines, still awaiting the certification and delivery of the Boeing 737 MAX 7 as a replacement for its aging 737-700s,… Read More
Airlines impacted by new aircraft delays
By Vincent Valery Introduction June 6, 2022, © Leeham News: LNA recently discussed the certification delays on all the current aircraft or variants under development: Airbus A321XLR, Boeing 737-7, 737-10, and 777X. Dreamliner deliveries have also been halted… Read More
Southwest press conference on 737 MAX order
Southwest Airlines held a web press conference (with written question submissions the staff can screen in advance–bad idea) on its new 737 MAX order. Here are highlights: Gary Kelly, CEO Only four 737 MAX delivered in 2017. Just… Read More