Leeham News and Analysis
There's more to real news than a news release.
Prices set for years, Boeing cost-cutting goes straight to bottom line
April 12, 2016: Prices for Boeing and Airbus planes are set through the remaining decade, meaning any cost-cutting being pursued by Boeing will flow straight to the bottom line, a new note issued yesterday from Bernstein Research concludes…. Read More
Boeing has lost neo/MAX battle; time to refocus goals
Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… Read More
Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough
April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More
Sales slowing for larger, Airbus, Boeing twin-aisle jets
Subscription Required Introduction Boeing 777. Photo via Google images. March 28, 2016, © Leeham Co.: A downturn in the order cycle, low fuel prices and backlogs extending to 2020 and beyond combine to reduce the likelihood of much… Read More
Pontifications: Airbus USA321 a milestone for US aerospace
March 28, 2016, © Leeham Co.: The first US-built A320ceo family member took to the skies for its first flight last week. The A321ceo, destined for JetBlue, is the first assembled at the new Airbus A320 plant in… Read More
Airbus exploring higher capacity A350
By Bjorn Fehrm 23 March 2016, ©. Leeham Co: Airbus is showing a select group of airlines a stretched version of the A350-1000. The idea is to get enough feedback from potential customers so that a decision to… Read More
Pontifications: Why the 787-8 is no longer favored by Boeing
March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More
Pontifications: Advancing EIS for 777X
Special Edition of Pontifications Advancing EIS of the 777X I’m somewhat bemused by all the fuss over the prospect of Boeing advancing the delivery of the 777X from early 2020 to late 2019. This has been the plan… Read More
Boeing says Airbus widebody strategy “is a mess,” A330neo “dead on arrival”
March 9, 2016, © Leeham Co.: The war of words between Airbus and Boeing at the ISTAT conference Feb. 29-March 1 wasn’t confined to which company sold more single-aisle airplanes. Widebody aircraft were involved, too. A Boeing official… Read More
Pontifications: There are numbers, and there are numbers
March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More