Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Electric Flight and the Ugly Duckling June 25, 2025
- Engine makers tout “Plan A” but have “Plan B” backups in R&D June 23, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 27. June 20, 2025
- Pontifications: A Personal Note June 19, 2025
- Airbus books 142 firm orders as Boeing retracts from the Paris Air Show June 19, 2025
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
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
Boeing rolls out Ray Conner to analysts
Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More
Odds and Ends: Assessing the MAX; Airbus and Mobile; skilled labor in the supply chain
It’s a slow August for news, but here are two items we’ll bring to your attention: Assessing the MAX: Over at AirInsight, we have this post assessing the Boeing 737 MAX, written shortly after the Farnborough Air Show…. Read More
MAX v NEO, continued
Aspire Aviation has another long piece analyzing the two airplanes. Aerotubropower takes issue with some of Aspire’s analysis in this piece. Aeroturbopower cites publicly available information from Turkish Airlines that is particularly noteworthy in the debate between Airbus… Read More