Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- 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
Has the A380 worse economics than the 777-9 or A350-1000?
Subscription Required. Introduction December 13, 2018, © Leeham News.: Last week we checked if the claims in media the Airbus A380 is more expensive to operate than a Boeing 777-300ER has merit. As so often, media compared apples… Read More
NMA must stand on its own business case
Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More
Boeing’s growing 777X challenge
Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More
Boeing cash flows generously, KC-46A snarfs up some of it
By Dan Catchpole July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More
VLA era is over; are 777X, A350-1000 too large?
Subscription Required Introduction June 18, 2018, © Leeham News: The era of the Very Large Aircraft appears over. The Boeing 747 passenger airliner, while nominally still offered for sale, is in reality dead. The Airbus A380 limps along… Read More
Airbus risks losing market share if it doesn’t boost A350 production
Subscription Required Introduction June 11, 2018, © Leeham News: Boeing is increasing the production rate of the 787 next year from 12 to 14/mo. Airbus is reducing the production rate of the A330neo from 10 to 6/mo. Last… Read More
Boeing 777-9 or Airbus A350-1000 for the Gulf carriers?
By Bjorn Fehrm Subscription Required Introduction May 17, 2018, © Leeham News: The recent agreement between the US and the Gulf carriers limits the expansion of the carriers on the US market. As the premier long-range destination area… Read More
Wide-body production rates show mix of strength, weakness
Subscription Required Introduction May 14, 2018, © Leeham News: Wide-body production rates by Airbus and Boeing are expected to go up modestly during the next three year, with a jump in 2022—if Boeing 777X production rates head for… Read More
Etihad faces complex issues in fleet restructuring
May 9, 2018, © Leeham News: Etihad Airways faces a complex series of decisions to make as it ponders how to restructure and stem huge losses. Market intelligence revealed last year that the airline has been pursuing a… Read More
Engine makers may face stiffer future ETOPS certification requirements
Subscription Required Introduction April 23, 2018, © Leeham News: Even before last week’s Southwest Airlines accident raised the focus on aircraft engines, industry officials were becoming worried that problems with engines powering the Boeing 747-8, 787, 737 MAX… Read More