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
Assessing the United A350-900 order
Subscription Required Introduction United Airlines last week returned to the Airbus A350-900 it originally ordered. It will replace Boeing 777-200ERs beginning in 2022. Image via Google. Sept. 11, 2017, © Leeham Co.: The deal last week between United… Read More
Boeing claims WTO victory; not so fast, claims Airbus
Sept. 3, 2017: Boeing once more claimed a sweeping victory in the endless battle over illegal subsidies at the World Trade organization. Boeing issued a press release today touting a victory at the appellate level in which the… Read More
Potential credit crisis in China would hurt aviation industry
Subscription Required Now open to all readers (11/27/17). Introduction Sept. 4, 2017, © Leeham Co.: China, now the world’s second largest economy, appears to be feeling the strains of its long, explosive growth. The economy is slowing, there… Read More
Mid-year production/delivery update for Boeing
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
Caution overhangs 777X program-(Update)
Update: This story is corrected. July 21, 2017, © Leeham Co.: Lufthansa Airlines’ indications that it may reduce the order for 20 Boeing 777-9s underscores caution with which the program should be viewed. Emirates Airline already rescheduled its first… Read More
Pontifications: 10 years after the Boeing 787 roll-out
July 10, 2017, © Leeham Co.: Saturday was the 10th anniversary of the roll-out of the Boeing 787. The date was 7/8/07, nicely coincided for the airplane’s name. The event was an extravaganza never seen in commercial aviation,… Read More
Qantas’ ultra-long haul dream, Part 3
By Bjorn Fehrm Subscription Required Introduction July 06, 2017, © Leeham Co.: In previous articles we have learned how to fly the challenging route Sydney-London direct. From a well-informed person in Qantas we learned not to fight the… Read More
A380Plus: First analysis
By Bjorn Fehrm July 05, 2017, ©. Leeham Co: Airbus launched the A380Plus development study at the Paris Air Show. The study packages several improvements to the A380, aimed at increasing the capacity and lowering the cost per passenger…. Read More