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
Forecast 2022: Airbus
Subscription Required By Bjorn Fehrm Introduction January 3, 2022, © Leeham News: When the COVID-19 Pandemic started, it was tough to predict its impact on world air travel and how long the downturn would last. The aircraft OEMs… Read More
The Regional Aircraft Fleet
Subscription Required By Vincent Valery Introduction Oct. 11, 2021, © Leeham News: The regional aircraft market, defined as aircraft seating 100 or fewer passengers in standard configurations, has fewer OEM players than before. Embraer’s E175-E2 The Bombardier CRJ,… Read More
Embraer delivers first positive quarterly result since 1Q2018, shows revised E3 turboprop
By Bjorn Fehrm August 13, 2021, ©. Leeham News: Embraer presented strong 2Q2021 results today. It could deliver a quarterly net profit of $44m (-$119m), the first positive quarter since 1Q2018. Revenue for the quarter was up 110%… Read More
2021 fleet trends: small jets get bigger, bigger jets get smaller – and the old makes way for the new
Subscription Required By Judson Rollins Introduction May 13, 2021, © Leeham News: Aviation data provider Cirium said last week that just under 7,850 commercial aircraft were still in storage, down from 8,684 at the beginning of the year… Read More
Uneven financial challenges among OEMs
Subscription Required By Vincent Valery Introduction May 3, 2021, © Leeham News: The three largest commercial aircraft OEMs and their largest suppliers continue to report impacts from the COVID-19 pandemic in their 2020 financial results. The pandemic and… Read More
The conundrum of a new airplane design vs a derivative
Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More
Embraer 2020 results
By Bjorn Fehrm March 19, 2021, ©. Leeham News: Embraer presented its full-year 2020 results today. Revenue for 2020 was down 31% at $3,771m versus $5,463m in 2019. The resulting loss was $323m, compared with $77m 2019. The… Read More
Outlook 2021: Embraer faces recovery from failed JV, COVID
Subscription Required By Bjorn Fehrm and Vincent Valery Introduction Jan. 7, 2021, © Leeham News: Embraer faces the twin challenges this year: recovering from the aborted Boeing joint venture and COVID. Neither is going to be easy. Embraer… Read More
Bjorn’s Corner: Do I get COVID in airline cabins? Part 12. New results.
October 9, 2020, ©. Leeham News: We interrupt our series about hydrogen as an energy store for airliners to go back to our previous theme for a Friday or two: Do I get COVID in airline cabins? IATA,… Read More
HOTR: Lease rates, aircraft values continue to plunge/Update
Update: Ishka advises that its starting comparison point in the chart below should have been January, not July. This changes the rate of value and rent decline appreciably. Aug. 19, 2020, © Leeham News: Aircraft values and least… Read More