Leeham News and Analysis
There's more to real news than a news release.
- Bjorn’s Corner: Air Transport’s route to 2050. Part 32. Epilogue.
- MTU powers ahead with strong growth amid clarity on tariff impact
- What’s the next new aircraft? Part 3
- US House Panel approves jump in FAA budget
- RTX Q2 2025 Earnings: Tariff Relief, GTF Stabilization, Strong Demand, and FAA Tailwinds Lift Outlook
Appraisal firm sees little impact on Classic values from A330neo
With apparent momentum building for the launch of the Airbus A330neo, widely expected at the Farnborough Air Show, the appraisal firm Collateral Verification Tuesday issued a note expressing the likely affect on values of the A330 Classic. Impacts… Read More
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Posted on June 10, 2014 by Scott Hamilton
Counting options, Letters of Intent
Should manufacturers be counting options and letters of intent toward program certainty? We’ve always thought this was pretty cheeky, but in reality there is a reasonable foundation and history for doing so. Years ago Boeing regularly ridiculed Airbus… Read More
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Posted on June 9, 2014 by Scott Hamilton
Airbus, Boeing face pricing pressure
Airbus and Boeing face pricing squeezes that are the result of their continuing price wars and two products that need price cuts to maintain sales. The fierce single-aisle battle between Airbus and Boeing, and to a much lesser… Read More
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Posted on May 19, 2014 by Scott Hamilton
Airbus, Boeing, Bombardier, CFM, CSeries, Pratt & Whitney
737 MAX, 737-9, 737-900ER, 737NG, 777-300ER, 777X, A320ceo, A320NEO, A321ceo, A321NEO, A330, A350 XWB, Airbus, Boeing, Bombardier, CFM, CFM International, Continental Airlines, CSeries, Delta Air Lines, Geared Turbo Fan, GTF, LEAP, Northwest Airlines, Pratt & Whitney, United Airlines
Odds and Ends: Cockpit changes in the 777X; CSeries test progress; order bubble; MH370
Cockpit changes in 777X: Aviation Week has a detailed article about changes in the cockpit for the Boeing 777X, including displays and its fly-by-wire system. The changes enable a common type rating with the 787, according to Aviation… Read More
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Posted on May 12, 2014 by Scott Hamilton
CSeries FTV 4 to launch this month with PW GTF testing focus
Bombardier’s CSeries flight testing has now passed the 250 hour flight mark, with three Fight Test Vehicles (FTVs) in the program. FTV 4 is due to become airborne in May. This will be a milestone for the program… Read More
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Posted on May 5, 2014 by Scott Hamilton
757 replacement not in the cards any time soon
The unexpected attention earlier this month on the prospect of a Boeing 757 replacement, possibly in the form of a 777X-style concept of composite wings and wingbox, new engines and some system upgrades, brings into focus the Boeing… Read More
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Odds and Ends: Boeing earnings; Shandong is a new 737 order; MH370; Boeing SkyInterior; Azul and Airbus; 186-seat A320
Boeing earnings: Boeing announced its 1Q2014 earnings today and they were better than expected on a per-share basis. David Strauss of UBS remains grumpy about the 787 deferred costs: 787 deferred production grew by $1.5B, in line with… Read More
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Posted on April 23, 2014 by Scott Hamilton
Odds and Ends: No to 757 MAX; Fallout from Boeing job transfer; 8,000th 737; Fire sale pricing on 777LR
No to 757 MAX: Steve Wilhelm of the Puget Sound Business Journal writes that Boeing has no plans to build a 757 MAX. This refutes the Motley Fool article we linked Tuesday. Then yesterday a different Fool write… Read More
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Posted on April 17, 2014 by Scott Hamilton
Airbus and Boeing square off at ISTAT
Andy Shankland, senior vice president of leasing markets for Airbus, and Randy Tinseth, vice president of marketing for Boeing, were next up at the ISTAT annual meeting in San Diego today. The following is a synopsis and paraphrasing… Read More
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Posted on March 17, 2014 by Scott Hamilton
The case for an NSA in 2025 — successor to 737-8 MAX — (continued)
Editor’s Note: Given the amount of interest in the prospect of replacements for the single-aisle airplanes, including the Boeing 757, our Guest Columnist provided a follow-up think piece. By James Krebs With the reengined Boeing 737 MAX and… Read More
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Posted on February 25, 2014 by Scott Hamilton