Boeing’s Ability to Finance the Next Airliner

Subscription Required By Vincent Valery Introduction   March 1, 2021, © Leeham News: The combination of the 737 MAX crisis and the COVID-19 pandemic led Boeing to lose $12.5bn over the 2019-2020 period. Boeing Commercial Aviation (BCA) lost $20.5bn… Read More

The A350, Part 4, A350-900

Subscription Required By Vincent Valery Introduction   Feb. 4, 2021, © Leeham News: After comparing the rejected Airbus A350-800 and its replacement A330-900, we now turn our attention to the main A350 variant, the -900. It was the main… Read More

Boeing’s production plans

Subscription Required By Vincent Valery Introduction   Jan. 26, 2021, © Leeham News: LNA wrote earlier this month that Boeing needs a boring year after a challenging 2020. Ramping up 737 production, clearing up the accumulated 737 MAX and… Read More

HOTR: Narrowbody delivery recovery in 2025

By the Leeham News Team Dec. 15, 2020, © Leeham News: “We do not expect Airbus or Boeing to get back to planned narrowbody deliveries (adjust for MAX grounding) before 2025, with widebody deliveries taking much longer.” That’s… Read More

Twin Aisle Deliveries: The Good, the Bad, and the Ugly

Subscription Required By Vincent Valery Introduction   Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More

Sunset of the Quads, Part 1

Subscription Required By Vincent Valery Introduction   July 30, 2020, © Leeham News: British Airways announced two weeks ago that it would immediately retire its entire Boeing 747 fleet. Several other operators announced accelerated retirements of their Queen of… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required Now open to all readers. By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More

An accelerating widebody fleet streamlining, Part 2

Subscription Required By Vincent Valery Introduction   June 8, 2020, © Leeham News: Last week, we saw that earlier generations of widebody aircraft had significant range restrictions. Airlines with sizable long haul operations had to operate multiple aircraft types… Read More

There could be a future for the A380—and it’s not what you think

By Scott Hamilton June 3, 2020, © Leeham News: The conventional wisdom is there is no future for the Airbus A380 after front-line carriers remove the airplane from their fleets. Singapore Airlines retired the first of five A380s… Read More

An accelerating widebody fleet streamlining, Part 1

Subscription Required By Vincent Valery Introduction   June 1, 2020, © Leeham News: As airlines slashed capacity in the aftermath of the COVID-19 outbreak, some took the opportunity to accelerate aircraft retirements. Older generation twin-aisle aircraft, notably the Airbus… Read More