Leeham News and Analysis
There's more to real news than a news release.
C919 EIS target year end; production rate forecast is aggressive
Subscription Required By Scott Hamilton Introduction Sept. 13, 2021, © Leeham News: The first COMAC C919 is supposed to be delivered to China Eastern Airlines before the end of the year. If so, it will be the milestone… Read More
An Update on Airbus, Boeing Orders at Risk
Subscription Required By Vincent Valery Introduction Aug. 16, 2021, © Leeham News: As a result of the COVID-19 pandemic and delays in the re-certification of the 737 MAX, Boeing lost a large number of 737 MAX orders in… Read More
HOTR: About those 737 MAXes in inventory….
By the Leeham News staff July 29, 2021, © Leeham News: Boeing said yesterday that it delivered about 130 737 MAXes since the recertification of the aircraft last November. It won’t reveal exactly how many came from the… Read More
(Updated with CEO comments) Boeing ekes out profits in 2Q, 1H; BCA continues loss
July 28, 2021, © Leeham News: The Boeing Co. today reported a slim profit for the second quarter and first half of 2021. But Boeing Commercial Airplanes still is in a loss-making position, though considerable progress was made… Read More
Pontifications: Two re-fleeting campaign give Airbus and Boeing each an edge
July 19, 2021, © Leeham News: There are two re-fleeting campaigns coming up that are significant and in which Airbus and Boeing each have the incumbent advantage. The successor to Alitalia, Italia Trasporti Aereo (ITA), will restructure with… Read More
HOTR: Boeing’s backlog market share vs Airbus falls below 40%
By the Leeham News Team July 14, 2021, © Leeham News: Six months into 2021, Boeing is delivering 737 MAXes, clearing MAX inventory, and taking orders. Airbus isn’t matching Boeing orders for the A320 family, so far. But… Read More
Here’s why China needs Boeing as much as Boeing needs China
Subscription Required Now open to all readers. July 7, 2021, © Leeham News: China’s government policy of operating commercial aircraft that generally are no more than 12-15 years old means the carriers face a replacement bubble that the… Read More
Pontification: It’s time to replace the 737, says industry leader
June 14, 2021, © Leeham News: One of commercial aviation’s most influential leaders said last week Boeing needs to replace the 737 with a new technology airplane. Steven Udvar-Hazy, chairman of Air Lease Corp., said in a CNBC… Read More