Leeham News and Analysis
There's more to real news than a news release.
Pontifications: MAX RTS, Emirates 777X order, Suspending 737 production, more
Editor’s Note: News reports Sunday indicated Boeing is considering reducing or suspending production of the 737 MAX. LNA reported this possibility Dec. 11. While Sunday’s reports suggest Boeing will halt production, LNA is told a rate cut to between 10-20… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Pontifications: Stop hitting the snooze button, Boeing
Dec. 9, 2019, © Leeham News: I know Boeing is preoccupied right now. But it has to get off the pot and decide to proceed with a new airplane. We believe the New Midmarket Airplane is still required…. Read More
Pontifications: Good, and Bad, news from the Dubai Air Show
Nov. 25, 2019, © Leeham News: The Dubai Air Show proved to be a mixed bag for Airbus and Boeing. Each company picked up important orders and commitments. But each company saw some previously announced commitments reduced in… Read More
Pontifications: A new setback for Boeing
Nov. 18, 2019, © Leeham News: Boeing suffered another setback last week, and this time it’s unrelated to the 737 MAX. Boeing abandoned a robotic riveting/fastener system awkwardly called Fuselage Automatic Upright Build, or FAUB, intended to speed… Read More
“It’s not easy to compare:” Airbus’ CEO Faury
Guillaume Faury has been the chief executive officer of Airbus Group since April 1. In this exclusive interview, he looks back on his first six months and ahead for the future of the company. Part 1 appeared Oct…. Read More
Big Three Gulf Carriers’ financials
Subscription Required By Vincent Valery Introduction Nov. 4, 2019, © Leeham News: The rise of the Big Three Middle Eastern carriers since the mid-2000s has been nothing short of astounding. They took full advantage of an advantageous geographical… Read More
Boeing’s 777X problem: Shifting market, lagging economics, softening order book
By Judson Rollins Subscription Required Introduction Oct. 28, 2019, © Leeham News: The Boeing 777X’s lackluster sales to date put it in a similar light as the soon-to-end A380 program. Is the era of the 400+ seat aircraft… Read More
Boeing earnings call: still hopes for 4Q recertification
Oct. 23, 2019, © Leeham News: Boeing reaffirmed its belief that the Federal Aviation Administration will authorize a return to service for the grounded 737 MAX this quarter. The FAA certification flight will occur soon, said Dennis Muilenburg,… Read More
McAllister out, a new Deal at Boeing Commercial Airplanes
By Scott Hamilton Analysis Oct. 23, 2019, © Leeham News: Kevin McAllister’s departure yesterday as CEO of Boeing Commercial Airplanes comes as no surprise. Only the timing—now instead of next year, as was widely surmised—caught people off guard…. Read More