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
Airbus, Boeing production backlogs stretch to late this decade, early next decade
Airbus and Boeing production backlogs stretch to late this decade and into the beginning of next decade for most of their commercial aircraft, based on today’s production rates. We previously wrote about the waning sales of the 777… Read More
Points to ponder in Boeing 777X site selection
Boeing last month issued Requests for Proposals from 15 states and locations for some or all of the work for its new 777X. . Deadline for responding to the RFP is mid-December, essentially three short weeks away. …. Read More
A380 orders boost backlog but future risk remains
The order by Emirates Airlines for 50 more Airbus A380s had been hinted at for some time, and it is certainly welcome for the backlog. This deal, coupled with the MOU announced at the Paris Air Show for… Read More
Airbus’ A350-1000 dilemma
Airbus has a dilemma with what to do about the A350-1000. . Does the OEM stick with the -1000 as it is, ceding the 400 seat segment to Boeing with its new 777-9X? Or does it stretch the… Read More
Odds and Ends: Airbus to rethink A380 strategy, says Reuters; Boeing B-29
A380 Strategy: Airbus may rethink the near-term strategy of the A380, with an eye toward reducing production rates, reports Reuters. Earlier this week, Boeing announced a rate reduction for the 747-8. Very Large Aircraft (VLA) continue to be… Read More
A350 program update: EIS date set (sort of); ambiguity over -800; talk of a -1000 stretch
Airbus provided a program update Monday to the international media. Here are links to initial stories. Airchive: Airbus sees shift toward 250-300 seat aircraft. Airchive reproduces some of the illustrations Airbus presented. Airchive reports the planned EIS for… Read More
Boeing cuts 747 rate on weak demand
Boeing 747-8 production rate: To the surprise of absolutely no one, Boeing today announced it will trim the production rate of the 747-8 from 1.75 per month to 1.5/mo through 2015. the only surprise is that it wasn’t… Read More