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
Boeing 737 MAX update
Update: Aviation Week has this piece that has some good close-ups of artwork. Boeing held a tele-conference updating the 737 MAX program. Beverly Wyse, VP and GM of the 737 Program are Michael Teal gave the briefing. Beverly… Read More
Odds and Ends: Airbus and Boeing BBJs; Oops by Sen. Cantwell; positive SPEEA talks
MAX BBJs: Boeing is offering 737-8/9 MAX BBJs but not, as yet, a 7 MAX BBJ. Boeing says it is still studying a 7 MAX BBJ. there have so far been no orders for the 7 MAX. Airbus… Read More
Boeing wants to outsource more work to Mexico; updated MAX v NEO orders
Boeing outsourcing: In an election where outsourcing is a major political campaign issue, The Seattle Times reports Boeing wants to outsource more work to Mexico. Here is Boeing’s letter, via The Times. MAX v NEO: Here is an… Read More
Odds and Ends: Airbus–60% of single aisle market; 777X customer meeting and EIS; advancing A350-1000
Airbus Market Share: Airbus figures it will keep around a 60% market share for single-aisles, according to this Reuters story. Boeing is going to beat Airbus handily for sales this year with the conversion of hundreds of MAX… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
Odds and Ends: GOL orders 60 MAX-8s; Qatar says GEnx engine fault delays 787s; SPEEA deal “within few weeks”
GOL Orders the MAX: Boeing and the Brazilian airline GOL announced an order for 60 737 MAXes. The press release did not specify sub-type but GOL tells us the order is for the MAX 8. Qatar’s 787s: Qatar’s… Read More
New battle emerging in Asia
Our AirInsight affiliate has published a short report in its e-newsletter (subscription only) about a new battle emerging among LCCs in Asia. An excerpt: A new head-to-head battle appears to be shaping up in Asia. Indonesia’s LionAir announced… Read More