Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Technical challenges for UAMs, et al, only part of the problems March 28, 2023
- An uneven financial recovery among OEMs and Suppliers March 27, 2023
- Bjorn’s Corner: New aircraft technologies. Part 5. Optimal fuselage March 24, 2023
- Bjorn’s Corner: New aircraft technologies. Part 5P. Optimal fuselage March 24, 2023
- A Chinese intervention in Ukraine would kill its aerospace industry March 23, 2023
Lufthansa to use A340s in “lower cost” operation; our analysis against the 787
Subscription required. By Scott Hamilton and Bjorn Fehrm Introduction Low cost long haul service is gaining traction, but previous efforts proved difficult to be successful. Dating all the way back to Laker Airways’ Skytrain and the original PeoplExpress… Read More
Assessing the wide-body and narrow-body freighters
This column has been updated since distribution to our e-mail recipients Sept. 22. There is an emerging demand to replace aging small- and medium-size wide-body freighters, but with limited choices to replace them. Airbus A310Fs and A300Fs are… Read More
Appraisal firm sees little impact on Classic values from A330neo
With apparent momentum building for the launch of the Airbus A330neo, widely expected at the Farnborough Air Show, the appraisal firm Collateral Verification Tuesday issued a note expressing the likely affect on values of the A330 Classic. Impacts… Read More
Can a cheap 767-300ER replace the 757W?
As some customers press Airbus and Boeing for a replacement for the Boeing 757-200W used on selected trans-Atlantic, long-thin routes, Flightglobal floated a suggestion that that the Boeing 767-300ER might be a possible replacement. The last passenger 767… Read More
Airbus Group beats expections for first quarter results
Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More
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
Boeing in Puget Sound after the IAM 777X vote: bleak, unless something changes
With the rejection last week by the International Association of Machinists Local 751of the Boeing contract offer that would have located the 777X airplane assembly and wing production in Puget Sound (Seattle), the inevitable question arises: What is… Read More
Odds and Ends: ANA, Airbus and Boeing; Era of the jumbo jet; Repo wars
ANA to stay with Boeing? After losing Japan Airlines to Airbus, analysts are split over whether ANA will also defect. Some say JAL’s order will give ANA cover to defect. Others say JAL’s order will increase the pressure… Read More
787 enables ANA to begin Seattle route–after an interim 777 solution
Japan’s All Nippon Airlines, the launch customer of the Boeing 787, said yesterday that the new, high-tech airplane is the enabler that prompted it to schedule its first service from Tokyo to Seattle. Never mind that initial service… Read More
Odds and Ends: 787 fuel savings at ANA; Airbus will benefit from Boeing
ANA 787s: Market Watch quotes an ANA official saying the Boeing 787-8 is saving 21% in fuel over eh previous airplanes. The article didn’t ID the previous planes, but they were the Boeing 767-300ER. Note, too, that the… Read More
