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
Airbus Innovation Days, Part 2: No order bubble and a lot more
Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More
War of Words between Airbus and Boeing over A330neo, 787
By Leeham Co EU We’ve seen it for decades: the War of Words between Airbus and Boeing around their competing aircraft. It hasn’t taken long for the WOW to emerge over the prospective A330neo. Only a few months… Read More
Logical conclusions: Airbus wide-body decisions
A330 programme. The long range programme presents no new challenges. However, managing the order book beyond 2016 becomes more challenging due to competition from A350 XWB and Boeing 787. —From the Airbus Group 2013 Annual Report We have… Read More
Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment
Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More
The case for an A330neo
With the increasing possibility that Airbus will defer or even drop the A350-800, the case for an A330neo becomes much stronger. Absent the A358, Airbus has no effective competition to the Boeing 787-8. The current A330, which we… Read More
A330neo prospect gains traction
Note: The following was distributed to our e-mail list December 23. Last week, American Airlines (as predicted) swapped the A350-800s for A350-900s. The possibility of Airbus launching an A330 new engine option appears to be gaining ground. Our… Read More
Airbus’ A350-800 dilemma
Last week we discussed Airbus’ A350-1000 dilemma. The -1000 will be a fine airplane, but we concluded the company needs to go forward with a larger capacity “A350-1100” to match the size of the Boeing 777-9X, but take… Read More
Odds and Ends: Airbus to rethink A380 strategy, says Reuters; Boeing B-29
A380 Strategy: Airbus may rethink the near-term strategy of the A380, with an eye toward reducing production rates, reports Reuters. Earlier this week, Boeing announced a rate reduction for the 747-8. Very Large Aircraft (VLA) continue to be… Read More