Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Aircraft prices, rents plunge
Nov. 9, 2020, © Leeham News: Aircraft prices and lease rates are plunging as the COVID-19 pandemic continues to devastate the airline and manufacturing industries. The Australian newspaper reports that Rex Airlines will pay A$60k/mo for its ex-Virgin… Read More
Key Airbus, Boeing supplier sees recovery in 2022
By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… Read More
HOTR: With MAX nearing recertification, Boeing has bigger problem
By the Leeham News team Oct. 27, 2020, © Leeham News: Boeing’s 737 MAX may be nearing recertification and airlines worry about passenger acceptance. But Boeing’s larger MAX problem is its general product line-up. LNA pointed out the… Read More
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