Sept. 1, 2016, © Leeham Co.: The lucrative labor contract agreement for Southwest Airlines pilots agreed this week is good news for Boeing. Why? Because under the previous contract, Southwest pilots—who had been in negotiations with management for… Read More
Deferrals grow as airlines fight to keep bottom line
Subscription Required Introduction Jan. 09, 2017, © Leeham Co.: Airlines have deferred or are thinking about deferring more than 400 airplanes in the near term, a review of decisions and deliberations that have been made during the last… Read More
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Posted on January 9, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Pratt & Whitney, Premium, Qatar Airways, Rolls-Royce
777 Classic, 787, A380, Airbus, airlines, Boeing, Bombardier, Emirates Airlines, Goldman Sachs, Qatar Airways
Analyzing the Top Customers for Airbus and Boeing
Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: The top 25 Airbus customers that are identified account for 63% for the current backlog, an analysis of the company’s order list shows. For Boeing, its Top 25 customers… Read More
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Posted on January 4, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Emirates Airlines, Premium, Qatar Airways
Airbus, airlines, Boeing, Emirates Airline, Qatar Airways
Airbus, Boeing Top Customers mix of stable, risk and reward
Subscription Required Introduction Dec. 22, 2016, © Leeham Co.: When it comes to comparing backlogs of Airbus and Boeing, the latter likes to point to what it calls a better quality of customers. The fact is, both companies… Read More
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Posted on December 22, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Premium
Airbus, airlines, Boeing, Lessors
Iran, Boeing reach agreement on big aircraft order; Trump casts cloud
Dec. 11, 2016: Iran and Boeing reached an agreement on the 80-airplane order that includes 50 737 MAX 8s, 15 777-300ERs and 15 777-9s. The final contract still has unspecified contingencies before it can be booked as firm orders,… Read More
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Posted on December 11, 2016 by Scott Hamilton
Airbus, Airlines, Boeing
737 MAX, 747-8, 777-300ER, 777-9, Airbus, airlines, Boeing, Iran Air, President Obama, President-elect Trump
Comparing A350s, 787s and A380s
Editor’s note: We don’t typically do “trip reports;” this isn’t the scope of LNC. But occasionally one crosses our desk that we find of interest. One of our readers, William Bain, provided the following to us and we thought… Read More
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Posted on December 9, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Qatar Airways
787, A350, A380, Airbus, airlines, Akbar Al-Baker, ANA, Boeing, Qatar Airways, Singapore Airlines, William Bain
Pontifications: Airbus, Boeing still can sell planes to Iran Air
Nov. 21, 2016, © Leeham Co.: The vote last week by the US House of Representatives to block Airbus and Boeing from selling airplanes to Iran Air doesn’t do this, even if the US Senate goes along and… Read More
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Posted on November 21, 2016 by Scott Hamilton
Airbus, Airlines, Boeing
747-8, 777-300ER, 777X, Airbus, airlines, Barack Obama, Boeing, Donald Trump, Dubai Aerospace Enterprise, Iran, Iran Air
UPS order tops off 747-8 line through 2020
UPS Boeing 747-8F. Source: Boeing. Subscription Required Introduction Oct. 31, 2016, © Leeham Co.: Last week’s order for 14 Boeing 747-8Fs and 14 options by UPS assures continuation of the program through 2020. If options are exercised, and… Read More
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Posted on October 31, 2016 by Scott Hamilton
Airlines, Boeing, Farnborough Air Show, Paris Air Show, Premium
747-8, 747-8F, Air Force One, AirBridgeCarog, airlines, Boeing, Iran Air, UPS, Volga-Dnepr
Southwest pilot contract good news for Boeing
Sept. 1, 2016, © Leeham Co.: The lucrative labor contract agreement for Southwest Airlines pilots agreed this week is good news for Boeing. Why? Because under the previous contract, Southwest pilots—who had been in negotiations with management for… Read More
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Posted on September 1, 2016 by Scott Hamilton
Airlines, Boeing
737 Classics, 737 MAX, airlines, Boeing, Southwest Airlines
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
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Posted on June 29, 2016 by Scott Hamilton
Airbus, Airlines, B/E Aerospace, Boeing
Airbus, airlines, BE Aerospace, Boeing, Buckingham Research, Credit Suisse, Goldman Sachs, Iran Air, JP Morgan, Morgan Stanley, Southwest Airlines, Spirit Aerosystem
Areas of inquiry in Egyptair 804 crash
May 19, 2016: (c) Leeham Co.: Investigators will look into many areas of interest, all a matter of routine, into the disappearance and crash of Egyptair 804. According to media reports, debris and bodies have been found in the… Read More
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Posted on May 19, 2016 by Scott Hamilton
Airbus, Airlines, Egyptair, MH370, MS804
A320, Airbus, airlines, Egyptair, Malaysia Airlines, MH370, MS804
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