Risk Adjusted Business for leasing aircraft

By William Loh, International Aviation Advisors and Dr. David Yu, CFA, Senior ISTAT Appraiser, AAVA Group, NYU Shanghai and Stern Oct. 17, 2023, © Leeham News: We have seen over many years that mainstream commercial aircraft are attractive… Read More

Further developments of Airbus’ A321

Subscription required By Bjorn Fehrm September 28, 2023, © Leeham News: We recently looked at the latest developments around Airbus’ A321XLR certification. When the certification is completed, it extends the A321 to a true Trans-Atlantic airliner. After the… Read More

Spirit Aero losses, cash burn continue

Subscription Required By Scott Hamilton Aug. 7, 2023, © Leeham News: Spirit AeroSystems reported another loss-making quarter last week as more special charges in Airbus and Boeing programs. Spirit is a major supplier to Airbus and Boeing. Airbus… Read More

Airbus 1H2023 results: Supply chain limits Airbus’ growth

July 26, 2023, © Leeham News: Airbus has presented its results for the first half year of 2023. A few critical suppliers are still Airbus’ constraint for growth. The orders are there, and the Final Assembly Lines as… Read More

Airbus 1Q2023 results: Supply chain problems persist

By Bjorn Fehrm May 4, 2023, © Leeham News: Airbus has presented its results for the first quarter of 2023. The supply chain problems that lowered the 2022 production targets and that Airbus thought would subside in 2023… Read More

Airbus posts solid 2022 full-year results despite supply chain problems

By Bjorn Fehrm February 16, 2022, © Leeham News: Airbus presented its results for 2022 today. The company announced net profits of €4.3bn on revenue of €58.8bn despite several disruptive events during 2022. Disruptions like the effects of… Read More

Hexcel reports increased demand for aerospace composites as industry rebounds

By Bryan Corliss Jan. 27, 2023, © Leeham News: Composites materials supplier Hexcel Corp. reported that its fourth-quarter sales were up 29% over the same period last year, driven by increased demand from all across the aerospace industry…. Read More

GE, Raytheon report orders surges, but labor and supply chain headwinds

By Bryan Corliss Jan. 24, 2023, © Leeham News – Aerospace suppliers GE and Raytheon both reported fourth-quarter sales surges, as the commercial aviation industry continued its recovery from the worst of the Covid pandemic.  Both companies also… Read More

HOTR: Supply chain hurts A220 assembly flow, big push to meet year-end delivery target

By the Leeham News Team Dec. 20, 2022, © Leeham News: Airbus’ woes with the A320 family production line are widely reported. So are Boeing’s woes with the 737 line. Less well reported are the woes Airbus has… Read More

Airbus 9 months 2022 results: Widebody demand picking up

By Bjorn Fehrm October 28, 2022, © Leeham News: Airbus presented its results for the first nine months of 2022 today. Airbus’ problem is how to fulfill demand as the supply chain is still recovering from COVID. The… Read More