Differentiation in the marketplace and the time for the open rotor

Subscription Required By the Leeham News Team Introduction Feb. 22, 2021, © Leeham News: Airliners are now so efficient, one challenge facing Airbus and Boeing in competing is overcoming the laws of diminishing returns. The time may finally… Read More

Airbus’ production plans

Subscription Required By Vincent Valery Introduction   Feb. 15, 2021, © Leeham News: LNA wrote last month an article about Boeing’s latest production plans for future years. Airbus announced updated production plans on Jan. 21. Airbus’ latest production plans… Read More

Pontifications: Boeing’s right direction, but don’t get ahead of reality

Feb. 8, 2021, © Leeham News: Boeing appears to be heading in the right direction: launch a new airplane program to take care of its 737 MAX product weakness. And do something different by pursuing the “NMA Lite”… Read More

The A350, Part 4, A350-900

Subscription Required By Vincent Valery Introduction   Feb. 4, 2021, © Leeham News: After comparing the rejected Airbus A350-800 and its replacement A330-900, we now turn our attention to the main A350 variant, the -900. It was the main… Read More

Podcast: 10 Minutes About the Airbus A330neo

Feb. 3, 2021, © Leeham News: The Airbus A330neo is technically a good airplane. But sales never took off. There are only 331 orders for the airplane and easily more than 100 are iffy. Airbus publicly said there… Read More

HOTR: Boeing continues to burn off deferred charges

By the Leeham News Team Jan. 29, 2021, © Leeham News: With all the headlines about Boeing’s record-breaking 2020 loss and the $6.5bn forward loss for the 777X program, there was one item overlooked. Boeing continues to reduce… Read More

Podcast: 10 Minutes About Boeing’s 2020 Financial Results

Jan. 28, 2021, © Leeham News: Boeing on Jan. 27 reported its 2020 financial results. They were ugly, to nobody’s surprise. Beset by the 737 MAX grounding all year, delays in the 777X program, a suspension of deliveries… Read More

Boeing’s production plans

Subscription Required By Vincent Valery Introduction   Jan. 26, 2021, © Leeham News: LNA wrote earlier this month that Boeing needs a boring year after a challenging 2020. Ramping up 737 production, clearing up the accumulated 737 MAX and… Read More

HOTR: Boeing could further cut 787 production rate—JP Morgan

By the Leeham News Staff Jan. 20, 2021, © Leeham News: There is risk of another production rate cut for the 787, JP Morgan wrote in a Jan. 12 note. Boeing already is reducing the rate to 5/mo… Read More

Pontifications: Boeing’s exodus from Puget Sound

Jan. 11, 2021, © Leeham News: Last week appeared to be an ominous week for Washington State for aerospace. On Monday, The Seattle Times reported that Amazon surpassed Boeing as Washington’s largest employer. The retailer now employs more… Read More