Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The BWB has a long way to go before flying passengers, freight May 12, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
Southwest Airlines Slashing Capacity Growth Shakes Up Their Fleet Plan
Subscription Required Now open to all readers. By Chris Sloan Sept. 30, 2024, © Leeham News: Southwest Airlines outlined significant moves in its quest to return to sustained profitability at its investor day on September 26 in Dallas…. Read More
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
Ryanair, Southwest, United take biggest hit from FAA cap on 737 MAX production
By Scott Hamilton Feb. 16, 2024, © Leeham News: When the Federal Aviation Administration (FAA) put a freeze on Boeing 737 production rates at the currently approved 38/mo level, LNA revealed that hundreds of orders will face delivery… Read More
Pontifications: History is repeating itself
Sept. 5, 2023, © Leeham News: Decades after US airline unions were on the decline, some are making big gains in restoring wages, benefits, and strength. Pilots at American, Delta, United, and Alaska airlines (among others) won big… Read More
HOTR: Airbus’ view on recovery from COVID; why Southwest stayed with MAX 7
By the Leeham News staff May 11, 2021, © Leeham News: Domestic traffic throughout the world is returning to 2019 levels, but at different rates, according to an Airbus analysis. Robert Lange, Head of Business Analysis and Market… Read More