Leeham News and Analysis
There's more to real news than a news release.
The moving numbers, redux, in the A320-737 game
For two years, Boeing claimed the 737NG was 8% more economical (and here) than the Airbus A320. Boeing told media, analysts, everybody who would listen. Boeing illustrated the point before and after the MAX. Here is a recent… Read More
CFM aftermarket drives Safran revenues, profits
A recent report by Bernstein Research takes an in-depth look at Safran, the French company that is the parent of Snecma, a joint venture partner with GE to form CFM International. CFM, of course, is the sole-source engine… Read More
Boeing celebrates going to “Rate 35” on 737
Boeing celebrated the transition to producing 35 737s per month, from 31.5, at a huge employee pep rally today (Jan. 10) at its Renton (WA) plant, where the assembly is done. With the country-rock band Chance McKinney &… Read More
Bankruptcy fears swirl again around American Airlines
With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More
737 MAX vs A320neo: the debate continues
During yesterday’s tele-press conference by Boeing with a program update for the 737 MAX, 737 chief program engineer John Hamilton frequently said the MAX has a 7% operating cost advantage over the A320neo. He also touted the advantages… Read More
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More