Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- How good is the C929? April 14, 2025
Twin-aisle leasing market challenges
Subscription Required By Vincent Valery Introduction Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More
R&D spending at Boeing plunges; Airbus yet to kick in
Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More
COVID production rates “firm” up
By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… 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
Looking ahead for 2020 and 2030 decades: Boeing
Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… 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
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
Boeing to cut rates on 787, 777 production; posts big 1Q loss
By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More
Europe to Boeing: Not so fast on your WTO move; tariffs still likely
By Scott Hamilton Feb. 24, 2020, © Leeham News: Not so fast, Europe says about Boeing’s claim it is curing illegal tax breaks from Washington State. The World Trade Organization has to agree to Boeing’s interpretation. This will… Read More