Leeham News and Analysis
There's more to real news than a news release.
Dissection of the 2015 Airbus order book
Jan. 13, 2016, © Leeham Co. Airbus yesterday reported 1,139 gross and 1,036 net orders for 2015, dramatically out-performing Boeing’s sales figures. Boeing’s 737NG outsold the A320ceo family but the A320neo captured 67% of the sales vs the… Read More
Dissection of Boeing’s 2015 order book
Jan. 12, 2016, © Leeham Co. Boeing announced its year-end 2015 orders tally, with 768 net orders and 878 gross orders. It is becoming increasingly clear the 737 MAX is essentially a one-aircraft family. As expected, 737NG orders… Read More
FedEx commitments for 777F not new
Jan. 5, 2015: Last year ended with stories that FedEx had commitments for 16 Boeing 777Fs. The reports concluded that this was a new deal. It’s not. This story, published Dec. 31, neatly summed up the report and… Read More
Airbus passes Boeing in wide-body passenger aircraft sales
Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More
Is FedEx poised to order 777Fs?
Oct. 20, 2015. (c) Leeham Co.: Two developments at FedEx may give a boost to Boeing’s slow-selling 777 Classic program. Pilots approved a six year contract that had been open for some time. Pay increases an average of 10%… Read More
Pontifications: Boeing view of market conditions today
Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More
World air cargo market struggles continue; ominous sign for new-build main-deck freighters
Aug. 26, 2015: World air cargo markets continue to struggle, according to reports yesterday from Cargo Facts newsletter and The Wall Street Journal. Neither report bodes well for new-build, main deck freights, although Cargo Facts concludes a demand… Read More
B/E Aerospace sees “flat” widebody deliveries through 2016
Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More
Interior supplier sees 777, A330 production rates coming down
July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More