Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
UA-US, DL-NW, Boeing-Airbus
Richard Aboulafia, Addison Schonland and Scott Hamilton discuss the winners (or not) between Airbus ands Boeing in the potential tie-up between United Airlines and US Airways and Delta and Northwest in this 15 minute podcast by AirInsight. (Subscription… Read More
EADS profits on increased production
EADS, parent of Airbus, reported a stronger-than-expected profit on higher production at its principal subsidiary. The details may be found in this AP story. A couple of take-aways: This better performance, despite the worries over the dollar-Euro exchange… Read More
Jumping the gun, perhaps?
Northrop Grumman announced the grounding breaking for its KC-45A tanker even though the Government Accountability Office hasn’t rendered its decision on the Boeing protest of the tanker contract award by the USAF to Northrop. This strikes us as… Read More
Airbus revises downward A380 deliveries
It’s official: new delivery schedule for the A380 shows fewer than planned for this year and next. A 43 minute webcast on the press conference is available at www.eads.com. Here’s the Airbus PR: Airbus has completed the A380… Read More
Checking jobs at Northrop? Check Boeing, too
US Sens. Patty Murray (D-Boeing) and Maria Cantwell (D-WA) have asked the White House to investigate the claim by Northrop Grumman that 48,000 direct and indirect jobs will be created with the KC-30 program. The KC-30 will be… Read More
ILFC 787s face 27+ month delay for all 74 orders
Leasing giant International Lease Finance Corp. revealed today in a federal filing that its entire order of Boeing 787s will be delayed “an average in excess of 27 months per aircraft and span across ILFC’s entire order.” The… Read More
Clarity on the A380 delays, sort of
With conflicting news reports over did the letters Airbus sent to customers specifically refer to potentially new delivery delays in the A380 program or not, we today spoke to one of the airlines at the center of the… Read More
Enders transcript on A380 issues
Here is the portion of the German interview with Airbus CEO Thomas Enders concerning the A380 situation. “MB” is the German reporter; “TE” is Thomas Enders. The transcript was made available by Airbus. MB: Good Mood you could… Read More
Airbus still leads orders, barely
Airbus and Boeing have updated their orders for April (Boeing through April 29, Airbus for the entire month) and Airbus maintains a slight lead over Boeing for net orders, 397 to 346, year-to-date. But the Airbus tally doesn’t… Read More