Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Pontifications: The New Air Force One: Flying Fortress

Feb. 14, 2021, © Leeham News: Air Force One is, after the national flag, the most recognizable and prestigious symbol of the United States. It’s also shrouded in mystery. A new National Geographic special premiering Feb. 15 lifts… Read More

 97 Comments

 Posted on February 14, 2021 by

 Boeing, Pontifications

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Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

 19 Comments

 Posted on December 22, 2015 by

 Airbus, Boeing, Delta Air Lines, Emirates Airlines, United Airlines

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Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

 56 Comments

 Posted on November 30, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Embraer, United Airlines

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Airbus ‘confident’ engine makers can ramp up production

Subscription Required Introduction Sept. 17, 2015, © Leeham Co., Mobile (AL): Tom Enders, the chairman and CEO of Airbus Group, is “confident” engine makers can accommodate single-aisle airplane production ramp-ups being considered by Airbus and Boeing. CFM makes… Read More

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 Posted on September 17, 2015 by

 Airbus, Boeing, CFM, Leeham News and Comment, Pratt & Whitney, Premium

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Pontifications: Airbus flies past Boeing in order race

Sept. 7, 2015, © Leeham Co.: Airbus flew past Boeing in the annual orders race when the August numbers were reported last week by both companies. With the order for 250 A320s finally firmed up by India’s Indigo Airlines… Read More

 34 Comments

 Posted on September 7, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Dubai Air Show, Emirates Airlines, Pontifications

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Bombardier scores huge deal at Russian air show

Bombardier scored a huge deal at the Russian air show, MAKS, with a letter of intent for an order for up to 100 Q400 turbo-props. The Q400 has been trailing rival ATR, which is half owned by Airbus… Read More

 22 Comments

 Posted on August 28, 2013 by

 Airbus, ATR, Boeing, Bombardier, EADS, Irkut, Sukhoi

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Odds and Ends: Price vs Price in Indian contest; China theat; 787 financial impact on Boeing

Price vs Price: More on the price war between Airbus and Boeing in the A320 v 737 contest. Dominic Gates of The Seattle Times has this analysis of hot contest to win an order from India’s Jet Airways,… Read More

 84 Comments

 Posted on June 8, 2012 by

 Airbus, Boeing, Comac

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Qantas, Transaero buy Airbus; Hazy cool to 737RE

AirInsight just posted three pieces about aircraft developments. One concerns the big order from Qantas for A320/A320neos, another is about the Transaero deal for the A320neo and the third is our report referenced in the 777 post below… Read More

 40 Comments

 Posted on August 16, 2011 by

 Airbus, Boeing

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