Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 23. Development risks. September 6, 2024
- If a strike occurs, here’s what Boeing can do September 5, 2024
- China banks on C919, but numbers say it still needs Boeing September 2, 2024
- Bjorn’s Corner: New engine development. Part 22. High Turbine technologies. August 30, 2024
- The A330 for medium haul or twice the frequency with A321XLR? Part 1 August 29, 2024
Bjorn’s Corner: The Challenges of Airliner Development. Part 1. Introduction
April 30, 2021, ©. Leeham News: After our hydrogen series, we now start a series around the Challenges of Airliner Development. We have more aeronautical projects in development than ever, fueled by the transformation to new, more sustainable… Read More
Embraer shows some improvement YOY
April 29, 2021, © Leeham News: Embraer posted improvement in some of its year-over-year financial results today. Revenue for the first quarter was up 27.3%, from $633.9m to $807.3m. The 1Q20 period was largely unaffected by the global… Read More
Why the MAX isn’t back – yet
Subscription Required By Judson Rollins Introduction April 29, 2021, © Leeham News: Much virtual ink has been spilled in recent weeks over an apparent surge in demand for Boeing’s 737 MAX, as a slow drip-drip-drip of cancellations finally… Read More
(Updated) Airbus 1Q2021, a strong quarter in difficult times
April 29, 2021, © Leeham News: Airbus presented its results for the first quarter of 2021 today. It was a reassuring result when other aircraft manufacturers suffer. The Airbus operations delivered an operational profit of €0.7bn with a… Read More
Boeing cites US-China relations as business watch item in 1Q earnings
April 28, 2021, © Leeham News: Boeing’s first quarter financial results were slightly worse than estimates by Wall Street analysis. “Boeing reported first-quarter revenue of $15.2bn, primarily driven by lower 787 deliveries and commercial services volume, partially offset… Read More
Etihad’s fleet simplification
By the Leeham News Team Apr. 27, 2021, © Leeham News: Etihad Airways’ CEO Tony Douglas announced that the carrier would be grounding its A380 fleet indefinitely and retire its 19 777-300ERs by the end of 2021. The… Read More
Pontifications: Balance shareholder value with product development and strategy
April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More
“There’s light at the end of the tunnel, but the journey is just beginning.”
Subscription Required By Scott Hamilton Introduction April 26, 2021, © Leeham News: Aerospace suppliers generally had worse delivery and quality control performance in 2020 than in 2019. By next year, executives think timeliness and quality will return to… Read More
Bjorn’s Corner: The challenges of hydrogen. Part 34. Series wrap-up
April 23, 2021, ©. Leeham News: I said last week we spend this final Corner on hydrogen-fueled air transport, describing projects outside the big ones, like Airbus. But more important events took place in the week with implications… Read More
Unsustainable – and growing – airline debt load weighs on OEMs, suppliers
Subscription Required By Judson Rollins Introduction April 22, 2021, © Leeham News: COVID-19 has forced every layer of the commercial aviation supply chain, apart from cargo airlines, to streamline their businesses and raise cash to survive. Nowhere has… Read More