Leeham News and Analysis
There's more to real news than a news release.
Outlook 2026: ATR narrows its focus as the turboprop market evolves
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By Tom Batchelor
Jan. 19, 2026, © Leeham News: Having announced it was abandoning near-term development plans for a Short Take-Off and Landing (STOL) variant 12 months ago, ATR begins 2026 confident about its position within the turboprop market and with a deeper focus on hybrid technology.
As the only player in this corner of the regional aircraft segment following the withdrawal of De Havilland Aircraft and the Q400 (now the Dash 8-400) from production, ATR has pinned its hopes on next-generation propulsion while also working with Pratt & Whitney Canada to improve the thermal efficiency of the latest-generation PW127XT engine, which powers both the ATR 42-600 and 72-600 aircraft.
The PW127XT is already delivering significant benefits, including up to 20% lower maintenance costs, extended time on wing, and at least 3% improved fuel efficiency compared to previous models.
Bjorn’s Corner: Faster aircraft development. Part 23. Preparing for Entry Into Service.
By Bjorn Fehrm and Henry Tam
January 16, 2026, ©. Leeham News: We do a series about ideas on how the long development times for large airliners can be shortened. New projects talk about cutting development time and reaching certification and production faster than previous projects.
The series will discuss the typical development cycles for an FAA Part 25 aircraft, called a transport category aircraft, and what different ideas there are to reduce the development times.
We will use the Gantt plan in Figure 1 as a base for our discussions. We have looked at the production preparations and the challenges of the serial production phase. Now we look a the preparation work around entry into service for our new airliner.
Figure 1. A generic new Part 25 airliner development plan. Source: Leeham Co. Click to see better.
Dissecting Boeing’s 2025 orders and deliveries
By The Leeham News Team
Jan. 16, 2026, © Leeham News: Boeing won more orders than Airbus last year. Airbus delivered more airplanes, given its higher production rates and Boeing’s long, slow path to recovery.
But a dissection of the numbers also shows positive results for Boeing.
Boeing 737 MAXes awaiting delivery at Boeing Field. Credit: Leeham News.
On top of Delta Air Lines’ breakthrough order for the 787-10, its first for any 787, United Airlines converted 56 787-9s to the 787-10. The 787-10’s seat-mile costs are the lowest in its class. If an airline doesn’t need the longer range of the Airbus A330-900, the A350-900, or the 787-9, the extra passenger and cargo capacity of the -10 is a winning combination.
The total twin-aisle passenger aircraft deliveries were 179 (91 Airbus A330 and A350, 88 Boeing 787s). It is far below the peak of 2015 (362), at the level of 2011 (179), and below the peak of the late 1990s cycle (227 in 1999). Boeing needs the 777-9 certification to reclaim its historical lead in twin-aisle passenger aircraft deliveries. Boeing handily dominates the twin-aisle order book.
Boeing, SPEEA reach agreement at Boeing Wichita
Jan. 15, 2026, (c) Leeham News: Boeing and SPEEA, the engineers and technicians union, reached an agreement tonight for the Boeing Wichita operation. This is the former Spirit AeroSystems plant that was merged into Boeing last month. The labor contract was open during Spirit’s last days, and negotiations were paused upon the merger and through the holidays.
This is the first test of contract negotiations and SPEEA under Boeing’s CEO, Kelly Ortberg. The primary SPEEA is with Boeing in the great Seattle area. This contract expires in October.
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COMAC struggled in 2025; 2026 won’t be much better
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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 regional jet (formerly known as the AVIC ARJ21; AVIC is now part of COMAC). The C909 is a Douglas DC-9-10 look-alike with GE CF-34 engines, the same powerplant that’s on the Mitsubishi CRJ and Embraer E1 E-Jets.
The C909 is not a particularly commercially competitive airplane to the CRJ or E1, but that wasn’t the point of the aircraft. The C909 is China’s truly first effort to establish a commercial jet airliner industry after a false start decades ago with the Y-10, a Boeing 707 clone. China developed turboprop airliners with limited success.
COMAC also builds the C919 mainline jet. The C919 is a competitor with the Airbus A320neo and Boeing 737-8. This jet is China’s next step in developing a commercial airliner industry. More than 1,000 orders have been placed. All but a handful are orders dictated by the central government to China’s airlines and lessors.
Nevertheless, an analysis of the backlog of the 125-240 seat single aisle sector gives the C919 about a 7% share. With China evolving eventually into the single largest global market, this captive market share is evolving into a force to be reckoned with.
COMAC hoped to deliver 75 C919s last year. Hurt by Western sanctions for China’s support of Russia in the Ukraine War and by trade sanctions imposed by the Trump and Biden administrations, COMAC reduced the delivery forecast to 25. In reality, C919 deliveries last year fell to about 13, the same as in 2024. COMAC outlined its production goals in March; they are unrealistic.
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.
The MAX grounding lasted 21 months. This was followed by the COVID-19 pandemic beginning in April 2020, lasting about two years. In October 2020, deliveries of most 787s were suspended due to a production flaw. From September to November in 2024, Boeing’s assembly workforce, the IAM 751, went on strike for 53 days, halting all deliveries.
Spirit Aero problems affected A350 deliveries
By the Leeham News Team
Christian Scherer, the former CEO of Airbus Commercial Aircraft. Credit: Leeham News.
Jan. 13, 2026, © Leeham News: Deliveries for the Airbus A350 fell last year compared with 2024, reflecting supply chain challenges.
Christian Scherer, the former CEO of Airbus Commercial Aircraft, said, “The ‘stagnation’ of A350 deliveries is not a lack of demand. There is a center section of the A350 fuselage that is being built by a company formerly known as Spirit Aerosystems. They ran into trouble. They were the pacing item.”
Airbus acquired Spirit’s Airbus business when the company merged with Boeing in December. “Now that we have regained, let’s say, control of that particular center fuselage piece on section 15 of the A350, you will see the A350 continue its ramp up,” Scherer said during the annual Airbus media briefing of its annual orders and deliveries results.
Dissecting the results reveals:
The Abundance Problem: Why the FAA Has Spent 40 Years Modernizing Air Traffic Control—and Still Isn’t Done
By Vincent E. Bianco III
FAA Veteran and Senior Aviation Safety Consultant
Guest Column
Credit: Federal Aviation Administration.
Jan. 13, 2026, © Leeham News: Presidential administrations and Congresses dating to the formation of the Federal Aviation Administration (FAA) in 
1957 have failed to adequately fund the agency and modernize the Air Traffic Control (ATC) system. An insider examines why.—Editor.
Introduction: A Crisis of Process Over Progress
In their book Abundance: What America Gets Wrong About Capitalism and What We Can Do to Fix It, Ezra Klein and Derek Thompson describe a phenomenon in which institutions become paralyzed by process—where layers of well-intentioned rules accumulate, each logical in isolation, but together quietly stifling the very progress they intend to nurture.
This scenario is not theoretical for the Federal Aviation Administration (FAA); it is a reality for anyone involved in its modernization programs. The FAA’s experience over the past four decades serves as a case study in how process can overwhelm purpose.
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 quality issue involving fuselage panels on the A320 resulted in a reduced target.
Christian Scherer, who relinquished his position as CEO of Airbus Commercial Aircraft, responds to a question during his final press conference today wearing that hat. Credit: Leeham News.
Officials also said that the number of engineless A320 “gliders” was reduced from a peak of 60 last year to a “manageable” small number. Despite continued supply-chain difficulties for interiors, Christian Scherer said that there aren’t any widebody airplanes parked awaiting components.
Scherer officially relinquished his title as CEO of Airbus Commercial Aircraft on Dec. 31. This was his last press conference in that role. He remains with Airbus for the next six months in a transition role with his successor, Lars Wagner.
Scherer and Benoit de Saint-Exupéry, EVP Sales Commercial Aircraft, said sales of the flagship, top-of-the-line aircraft, the A350, are gaining momentum. Orders were signed for 193 A350s last year. A Memorandum of Understanding from Air Europa, which will be finalized this year, is intended to replace aging Boeing 787s.
“I want to particularly highlight the Air Europa order for 20 A350-900s,” said Saint-Exupéry. “With this move, Air Europa recognizes the A350 platform as the right tool for the next chapter of growth, including the superior economics and performance of our technology to replace their existing 787 fleet.
“As we are reaching the first wave of replacements of the early 787 fleets, we are confident that other airlines will reach the same conclusion as Air Europa with the A350-900, but also that of many other airlines which have already decided to replace their 777 fleet with the A350-1000,” he said.
However, Boeing had a banner year for 787 sales, too.
Outlook 2026: Embraer well positioned, but new airplane launch fraught with risk
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By Tom Batchelor and Karl Sinclair
January 12, 2026, © Leeham News: Embraer enters the new year in a strong position: financially sound, operationally stable, and arguably in prime position to disrupt the Airbus-Boeing duopoly.
Credit: Embraer.
After several years of decline, Boeing is on the up but for now it remains consumed by certification challenges, while Airbus shows little desire to disturb a production system that is sold out well into the next decade.
Against this backdrop, all eyes are on Embraer to see what it will do next.
The company is known to be exploring a new airplane design in the 180-240 seat range. However, analysts suggest 2026 is unlikely to bring a significant step forward.
Rather, Embraer is likely to focus on maximising sales of its existing commercial aircraft, strengthening its industrial base, and expanding its services business.