Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The A330neo for medium haul or twice the frequency with A321XLR? Part 3 September 19, 2024
- Embraer versus Boeing JV arbitration decision results in $150m cash payment September 16, 2024
- Why the IAM 751 rejected the Boeing contract and what is needed for approval September 16, 2024
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 23. New versus old, GTF versus V2500 September 13, 2024
China banks on C919, but numbers say it still needs Boeing
Subscription Required By Scott Hamilton Sept. 2, 2024, © Leeham News: Airbus and Boeing see China doubling its airliner fleet over the next 20 years. The numbers vary between the two companies. But the underlying data points to… Read More
Aircraft Certification: How the Max crashes changed everything
Subscription Required By the Leeham News Team The Airbus A321XLR got caught up in the new aircraft certification environment created by the Boeing 737 MAX crisis. Source: Airbus. July 18, 2024, © Leeham News: Much of the attention… Read More
Boeing is fighting fire with fire in reacquiring Spirit Aero (Updated)
Subscription required By Dan Catchpole Analysis July 1, 2024, © Leeham News: This is an analysis of Boeing’s reported $4.7 billion purchase Spirit AeroSystems, as Reuters reported Sunday. First, let’s set the frame. Boeing seems incapable of doing… Read More
Aircraft production woes stretch far beyond Boeing
Subscription Required By Judson Rollins June 17, 2024, ©. Leeham News: Estimating airplane delivery rates isn’t much more than a guessing game nowadays. While many headlines point fingers at beleaguered Boeing and Spirit AeroSystems, aviation’s production woes are… Read More
Freighter market faces turmoil while passenger sector gets the headlines
Subscription Required By Scott Hamilton June 10, 2024, © Leeham News: Delivery delays of widebody airplanes are causing disruptions in freighter conversion plans as feedstock is retained for passenger operations. IAI Bedek Boeing 777-300ER P2F. Photo: IAI Bedek…. Read More
Big hurdles for COMAC to become serious challenger to Airbus, Boeing
Subscription Required By Scott Hamilton May 27, 2024, © Leeham News: A flurry of orders by China’s Big Three airlines finally began to balance announced deals for the COMAC C-919 mainline jet. Until the recent orders from Air… Read More
Shanahan: Spirit AeroSystems and Airbus need to have “family meeting”
By the Leeham News Team May 7, 2024, © Leeham News: For a company actively negotiating its own dismemberment, Spirit AeroSystems managed to record first quarter losses even worse than Wall Street expected. The company recorded $617M in losses… Read More
Southwest could solve its MAX 7 woes … by buying Breeze?
Subscription Required By Judson Rollins Introduction May 6, 2024, © Leeham News: Southwest Airlines, still awaiting the certification and delivery of the Boeing 737 MAX 7 as a replacement for its aging 737-700s, might have an unorthodox alternative:… Read More
Pontifications: Tombstone mentalities and Fantasy Land
By Scott Hamilton Analysis April 30, 2024, © Leeham News: David Calhoun, the CEO of The Boeing Co., put this right at the top of an employee message and the 1Q2024 earnings call last Wednesday: “Since Jan. 5,… Read More
Boeing Financial Analysis – Inventory Q1 2024
Subscription Required By the Leeham News team April 29, 2024, © Leeham News: The Boeing Co (BA) released its financial results on April 24 for the first quarter of this year. BA relies heavily on Program Accounting to… Read More