Leeham News and Analysis
There's more to real news than a news release.
COMAC struggled in 2025; 2026 won’t be much better
Subscription Required By Scott Hamilton Jan. 15, 2026, © Leeham News: COMAC had a rough year in 2025. It’s unlikely that this year will be much better. COMAC is China’s state-owned commercial aerospace company. It builds the C909… Read More
Boeing reports best airliner delivery year since 2018
By Scott Hamilton Jan. 13, 2026, © Leeham News: Boeing delivered 600 airliners last year, its best year since 2018—the last normal year before the 737 MAX grounding began in March 2020. In 2018, Boeing delivered 813 airliners…. Read More
Airbus meets revised delivery target in 2025, touts sales performance for A350
By Scott Hamilton Jan. 12, 2026, © Leeham News: Airbus confirmed today that it delivered 793 jetliners last year. This was on a target revised downward from 820 guided at the beginning of the year. A late 2025… Read More
Boeing is on its way back, but there’s a long way to go
Subscription Required By Scott Hamilton and Karl Sinclair Jan. 8, 2026, © Leeham News: Boeing is on its way back. Not to its glory days of engineering prowess. This won’t happen until Boeing develops a new airplane, and… Read More
Boeing CFO Jay Malave: Priorities are debt, investments, then shareholders
By Karl Sinclair Dec. 3, 2025, © Leeham News: Boeing’s chief financial officer outlined the priorities for the use of cash going forward, and it reaffirms what has been obvious but largely unstated: debt reduction is the top… Read More
Impact on Boeing’s China deliveries under Trump’s latest tariff tiff will be minimal
By Scott Hamilton Oct. 23, 2025, © Leeham News: President Donald Trump ratcheted up the trade war with China when he announced on Oct. 12 that a 100% tariff would be levied on imports to the US. This… Read More
Heading toward year-end, Airbus maintains lead in narrowbody orders but Boeing commands the widebody sector
Subscription Required By Scott Hamilton Oct. 13, 2025, © Leeham News: As the commercial airliner industry sprints to the end of this year, Boeing remains the champion in the widebody, twin-aisle sector with a commanding lead over Airbus…. Read More
Perspective on Boeing’s 737 replacement
By Scott Hamilton Sept. 30, 2025, © Leeham News: The Wall Street Journal billed the story as an exclusive, and it did contain details previously unreported. But the fact that Boeing is working on a 737 replacement isn’t… Read More
Boeing’s Ortberg’s first year as CEO: progress, but lots remaining to do
By Scott Hamilton Analysis Aug. 8, 2025, © Leeham News: Today is the one-year anniversary of Kelly Ortberg stepping into what is probably the most challenging career move of his professional life: becoming the chief executive officer of… Read More
Boeing adds back deferred production costs for 777X in 1H2025
Subscription Required By Karl Sinclair August 5, 2025, © Leeham News: Boeing boosted program deferrals in the second financial quarter on the 777X and 737 MAX, shifting costs around, which had the effect of improving the profit-and-loss picture… Read More