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Leeham News and Comment

Intelligence for the Aviation Industry: Value*Performance*Reliability
  1. Airbus Group: the old Airbus haunts the new

    By Bjorn Fehrm February 24, 2017, ©. Leeham Co: Airbus Group (“Airbus”) presented results for 2016 in line with guidance. The Airbus CEO Tom Enders said, “This is the best Airbus, ever.” Yet everything was not as expected; most... Read More

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  2. Ryanair: cheapest and most profitable airline in Europe

    By Bjorn Fehrm February 22, 2017, ©. Leeham Co: Ryanair is Europe’s airline with the lowest fares. And it’s the most profitable, despite growing faster than even the Middle East carriers (growth needs money). It’s time to dive deep... Read More

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  3. Assessing the SSJ100 future

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  4. ExIm Bank still at risk despite Boeing effort with Trump

    Feb. 20, 2017, © Leeham Co.: Boeing may have won over President Trump about the virtues of ExIm Bank (it’s not entirely clear), but he’s the wrong target. It’s US Sen. Richard Shelby (R-AL) who’s been holding up... Read More

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  5. Pontifications: Boeing’s long-term message doesn’t resonate

    Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward... Read More

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  6. Bjorn’s Corner: Aircraft engines in operation, Part 5

    February 17, 2017, ©. Leeham Co: In our journey of an airline engine’s life, we will now look at the maintenance which is necessary to keep it fit for flight. An engine is only in top condition once in... Read More

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  7. Bombardier YE2016 results better than expected

    Feb. 16, 2017: Bombardier today posted better than expected results (even on lower revenue) for the fourth quarter and full year. Goldman Sachs was first out with reaction among the analyst reports LNC receives: Bombardier (Neutral) reported stronger-than-expected 4Q16... Read More

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  8. Singapore 777-9 order pressures, but does not kill A380

    Feb. 16, 2017, © Leeham Co.: Last week’s order by Singapore Airlines for 20 Boeing 777-9s and 19 Boeing 787-10s immediately was viewed by some as the death knell for the Airbus A380. The 777-9 order would start... Read More

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  9. Norwegian’s risky fleet expansion

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  10. Huge win for Boeing in union vote

    Feb. 15, 2017, (c) Leeham Co.: It wasn’t even close: 74% percent of the Boeing hourly touch-labor workers at the 787 plant in North Charleston (SC) voted against the International Association of Machinists to represent them. It’s a... Read More

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