Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Natilus: Composite BWB, entry-into-service by 2029, 570 on order April 17, 2025
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
Air France-KLM defers 2015/16 777s, cites poor financial results, low fuel prices
Dec. 18, 2014: Air France-KLM said today that it will defer delivery of 10 Boeing 777-300ERs scheduled for delivery in 2015/16 due to lower than expected financial results and because the current fuel price environment makes taking the… Read More
UBS raises single-aisle production gap concern in lower oil price analysis
Dec. 17, 2014: There is a production gap for single-aisle Airbus and Boeing airplanes that could be exacerbated by the current dramatic drop in oil prices, writes the aerospace analyst for the investment bank UBS in a research… Read More
Boeing tries to tamp down oil price fall concerns
Boeing’s Investor Relations department in Chicago sent a message to aerospace analysts to tamp down concerns about falling oil prices and questions over the impact on airplane orders. Its message is:
A look behind the headlines of Airbus’ Investors Forum
Subscription Required Update, 0530 PST Dec. 15: Aviation Week posted an article that indicates Airbus and Rolls-Royce are closing in on an engine deal that will lead to the A380neo and a stretch. Introduction Last week’s Airbus Global… Read More
Boeing retains net order lead going into last month of year
Dec. 5, 2014: Boeing retains the lead in net orders going into the last month of this year, although the gap has narrowed considerably–and there are a couple of public campaigns and commitments Airbus has announced or talked… Read More
Boeing remains confident it will fill 777 production gap; cash flow to remain strong
Dec. 3, 2014: Boeing remains “confident” it will be able to bridge the 777 Classic production line at current rates to the introduction of the 777X in 2020, including some “feathering” of the two airplanes. Boeing president and… Read More
Little progress on A330 production gap
Subscription required. Introduction With the end of the year a mere five weeks away, Airbus appears to have made little progress in closing its production gap for the A330. Summary Airbus still has a gap of approaching 150… Read More
Boeing fails to assure on 777 production gap
Subscription required Introduction Boeing’s ability—or inability—to bridge the production gap for the 777 Classic to the 777X entry-into-service in 2020 was a top concern of a series of Wall Street types during a recent series of meetings we… Read More
Airbus, Boeing production gaps for the A330, 777
Airbus last week announced it will reduce production on the A330ceo from 10 per month to nine per month, beginning in 4Q2015. We predicted in 1Q2014 that the rate would have to come down, due to the sharp… Read More
Odds and Ends: 737 rate hike on cash flow; How the Chicago ATC fire impact unfolded; New PW engine chief
737 rate on on cash flow: The Seattle Times has a good article that described the impact on cash flow the decision by Boeing made to boost 737 production to 52/mo in 2018. The rate hike comes at… Read More