Leeham News and Analysis
There's more to real news than a news release.
Boeing faces 737 production gap: analysis
Subscription Required. Introduction Sept. 2, 2015, (c) Leeham Co. Boeing faces a production gap for the 737, based on an analysis of the delivery streams of the 737NG and the 737 MAX. There’s a production gap for the… Read More
Six year turnover in sale/leasebacks put supply-demand balance at risk
Subscription Required Introduction August 24, 2015, © Leeham Co. When airlines like Indigo of India, Air Asia, Norwegian Air Shuttle (NAS) and Lion Air have outstanding orders for Airbus A320s and Boeing 737s that number in the hundreds,… Read More
Bjorn’s Corner: Holiday times
14 August 2015, ©. Leeham Co: It is holiday time in Europe and a lot of the European industry is shut down for summer break. This includes the Airbus Final Assembly Line (FAL) in Toulouse. Industrial holiday shut… Read More
Airbus’ and Boeing’s Payload/Range for Single Aisle
By Bjorn Fehrm Subscription required. Introduction Aug. 13 2015, ©. Leeham Co: Boeing this month changed the way it presents its aircraft in important areas like seating, weight and performance configurations, in short its “rule set.” After using a… Read More
B/E Aerospace sees “flat” widebody deliveries through 2016
Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More
Spirit Aerosystems: Higher profits on lower revenue
July 29, 2015: Spirit Aerosystems, whose principal business is a major OEM supplier to Boeing but which also makes fuselage panels for the Airbus A350, reported lower revenues but higher profits for the FY2Q2015. The press release is… Read More
Bjorn’s Corner: hot summer, hot engines
17 July 2015, ©. Leeham Co: It is summer in south of Europe and we have had over 30°C/86°F for weeks. It makes one realize the conditions where the engines have to work over their flat rating point in… Read More