Leeham News and Analysis
There's more to real news than a news release.
Public data doesn’t support Airbus A320 production rate hike
Subscription Required Introduction By Scott Hamilton Oct. 26, 2020, © Leeham News: Airbus’ 3Q2020 earnings call is Wednesday. News emerged last week the OEM is notifying supplies that they should be prepared to increase production of the A320… Read More
Pontifications: Earnings previews Airbus, Boeing; Watching Mitsubishi
Oct. 26, 2020, © Leeham News: It’s earnings call week for Boeing and Airbus. And Mitsubishi Heavy Industries is said to plan an announcement “freezing” development of the SpaceJet. Let’s preview these events.
Resuming Boeing 737 MAX deliveries
Subscription Required By Vincent Valery and Scott Hamilton Introduction Oct. 12, 2020, © Leeham News: The latest developments suggest that the FAA could lift the Boeing 737 MAX grounding by the end of November. The grounding lasted far… Read More
Alaska Airlines may keep leased Airbus fleet
By Olivier Bonnassies Airfinance Journal Oct. 9, 2020, (c) Airfinance Journal: Alaska Airlines is believed to be working on a solution regarding its narrowbody fleet composition after initial talks failed with lessors regarding an early phase-out of Airbus… Read More
Why is the 737 MAX safe now when it wasn’t before?
Subscription Required Now open to all readers. By Bjorn Fehrm Introduction September 14, 2020, © Leeham News: The FAA and EASA Safety of Flight authorities have examined and test flown the changes Boeing has done to the 737… Read More
R&D spending at Boeing plunges; Airbus yet to kick in
Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More
Boeing’s second quarter of 2020; cutting production as revenue halves due to MAX grounding and COVID-19
July 29, 2020, © Leeham News: Boeing presented its results for the second quarter of 2020 today. The company revenue is halved compared with the last second quarter with full 737 MAX production, 2Q2018. The reported loss was… Read More
HOTR: Norwegian claims $1bn+ in damages from Boeing
HOTR072120 By the Leeham News staff July 21, 2020, © Leeham News: Norwegian Air Shuttle said June 30 it canceled orders for 92 Boeing 737 MAXes and five 787s. The orders still appear on Boeing’s Unfilled Orders website,… Read More
Pontifications: 2Q earnings reports begin this month
July 13, 2020, © Leeham News: Earnings season calls for the second quarter begin this month. For our readers, Airbus and Boeing are the big ones. Boeing’s earnings call is July 29. Airbus follows the next day. A… Read More
Pontifications: Recertification flights for Boeing 737 MAX appear close
June 29, 2020, © Leeham News: Boeing may be set to begin recertification flights of the 737 MAX as early as today, The Seattle Times reported last week. Testing will take three days, if all goes well. But… Read More