Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Safran hails ‘landmark’ 2024 with record results February 14, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 9. February 14, 2025
- Politics and the FAA February 13, 2025
- Spirit Aero teeters on bankruptcy, but what’s new about that? February 10, 2025
- Trump vows to add tariffs to aluminum and steel; Airbus, Boeing, suppliers will be impacted February 10, 2025
Pontifications: Analysts overlook Boeing losses for cash flow gain; what’s behind the jump in charges?
Oct. 31, 2022, © Leeham News: Boeing last week surprised Wall Street aerospace analysts with a huge loss instead of the expected profit for the third quarter. But positive cash flow was the metric the analysts focused on…. Read More
The Airbus and Boeing market outlooks, Part 2
Subscription Required By Vincent Valery Introduction Credit: Leeham Company LLC Sept. 19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels… Read More
Pontifications: Boeing vows to maintain freighter dominance
June 27, 2022, © Leeham News: Boeing dominated the jet freighter market from the dawn of the jet age. It aims to keep its dominance. But for the first time since the collapse of McDonnell Douglas in 1997,… Read More
Commercial Aircraft programs duration from launch to delivery over the years
Subscription Required By Vincent Valery Introduction June 20, 2022, © Leeham News: New airplane programs used to come to market in four years. Now, the launch-to-entry-into-service period has been seven years or more. (Chinese and Russian programs take… Read More
Mind the gap between announced and actual production rates
Subscription Required By Vincent Valery Introduction May 9, 2022, © Leeham News: As passenger traffic is recovering from the COVID-19 pandemic, especially in the Americas and Western Europe, many airlines are eager to take delivery of more fuel-efficient… Read More
Spirit AeroSystems seeks bigger role in aftermarket
By Scott Hamilton May 5, 2022, © Leeham News: Spirit AeroSystems has had a tough couple of years. It’s not only had COVID to contend with, but its customer that provides more revenue than any other—Boeing—had a major… Read More
Behind the latest Boeing CMO
Subscription Required By Vincent Valery Introduction Sept. 20, 2021, © Leeham News: Boeing Commercial Airplanes (BCA) released its latest Commercial Market Outlook (CMO) last week. While the latest total 20-year outlook for commercial aircraft remains below 2019 (43,610… Read More
Pontifications: End appears in sight for 16-year old US-EU trade dispute
April 19, 2021, © Leeham News: There appears to be progress in resolving the 16 year long trade dispute between Airbus and Boeing. Finally. The dispute officially is between the European Union and the United States. But neither… Read More
Airbus’ production plans
Subscription Required By Vincent Valery Introduction Feb. 15, 2021, © Leeham News: LNA wrote last month an article about Boeing’s latest production plans for future years. Airbus announced updated production plans on Jan. 21. Airbus’ latest production plans… Read More
