Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
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
Industry stands together on safety
By Scott Correa Special to Leeham News May 27, 2021, © Leeham News: Forty-two years ago this week, I puked at work. On May 25, 1979, an American Airlines McDonnell Douglas DC-10 crashed on take off from Chicago’s… Read More
NBA Single or Dual Aisle Airline preferences
Subscription Required By Vincent Valery Introduction Credit: Leeham News May 10, 2021, © Leeham News: Boeing has been studying the launch of a clean-sheet design aircraft for at least a decade. Studies included a single-aisle design but favored… Read More
HOTR: Annual Reports give hint to MAX return in China
By the Leeham News Team May 4, 2021, © Leeham News: Annual reports from some Chinese airlines give an indication when Boeing can expect to resume deliveries of the 737 MAX there. China Southern’s report issued this week… 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
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