Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing: Breaking Up is Hard to Do October 14, 2024
- Where and who will be laid off in Boeing reset? October 14, 2024
- Pontifications: Boeing needs massive reset, and not just with labor October 14, 2024
- How Boeing’s actions affect Products, Airbus: Analysis (Update) October 11, 2024
- Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs October 11, 2024
Elliott’s plan for Southwest: new governance, curbed costs, monetize passengers
Subscription Required 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 declined 50 percent in three… 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 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, its labor cost as a… Read More
Southwest, the “legacy LCC,” part 1: Not keeping up with industry standards crimps unit revenue
Subscription Required By Judson Rollins Introduction May 13, 2023, © 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 domestic market is returning to… Read More
Southwest could solve its MAX 7 woes … by buying Breeze?
Subscription Required 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, might have an unorthodox alternative:… 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