The ascent of the Big Three Chinese carriers

Subscription Required By Vincent Valery Introduction   Jan. 18, 2021, © Leeham News: As the COVID-19 outbreak spread throughout China in January last year, their airlines were the first hit by the sudden collapse in passenger traffic. Most of… Read More

HOTR: Some predictions for Airbus and Boeing

Jan. 14, 2021, © Leeham News: Making predictions is always a hazardous business. Some predictions take years to resolve. The outcome of others come sooner than later. If you’re right, you look sage. If you’re wrong, you look… Read More

Boeing’s Calhoun completes first year as CEO

By the Leeham News Team Jan. 13, 2021, © Leeham News: Today marks the first anniversary of David Calhoun becoming CEO of The Boeing Co. Calhoun’s first year faced challenges unprecedented in Boeing’s history. There was the 737… Read More

Pontifications: Boeing’s exodus from Puget Sound

Jan. 11, 2021, © Leeham News: Last week appeared to be an ominous week for Washington State for aerospace. On Monday, The Seattle Times reported that Amazon surpassed Boeing as Washington’s largest employer. The retailer now employs more… Read More

Outlook 2021: Boeing needs boring, Airbus looks for recovery

Subscription Required By Scott Hamilton and Vincent Valery Introduction Jan. 5, 2021, © Leeham News: What’s in store for Airbus and Boeing this year? Boeing needs a boring year. Airbus is clearly better positioned than Boeing. Twenty-twenty one… Read More

Podcast: 10 Minutes About the Boeing 777X

Dec. 28, 2020, (c) Leeham News: Today LNA discusses 10 Minutes About the Boeing 777X. Something that should have caught Boeing’s attention at the time of the 777X launch was the lack of interest from two key customer… Read More

Pontifications: Don’t lose sight of the future, says top Boeing exec

Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More

Boeing further trims 787 production; now sees 5/mo in 2021

By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More

Updating Airbus and Boeing Orders At Risk

Subscription Required By Vincent Valery Introduction   Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More

HOTR: Airbus, Boeing R&D spending continues decline

By the Leeham News Team Nov. 5, 2020, © Leeham News: Research and Development spending by the Airbus and Boeing commercial units declined year-over-year. The movement is in keeping with cost-cutting by the Big Two OEMs. For Airbus,… Read More