Leeham News and Analysis
There's more to real news than a news release.
Update on twin-aisle production rates
Subscription Required By Vincent Valery Introduction Nov. 15, 2021, © Leeham News: Airbus and Boeing updated their commercial production plans a few weeks ago, including rates on their twin-aisle families. As a result of solid freighter demand, Boeing… Read More
Pontifications: As customers wait for 787s, some rethink 777-300ERs
Nov. 8, 2021, © Leeham News: Boeing now has passed one year since deliveries were suspended for the 787. There were 105 787s in inventory at Sept. 30. The current build rate is 2/mo. LNA identified 93 787s… Read More
Update 1: Boeing posts small operating profits, net losses in 3Q and nine months (with CNBC comments)
Oct. 27, 2021, © Leeham News: Boeing reported small operating profits and small net losses for the third quarter and nine months. The third quarter operating profit was $329m and $1.27bn for the nine months. Boeing lost $401m… Read More
Airbus sees encouraging signs of wide-body demand recovery
Subscription required By Scott Hamilton Oct. 25, 2021, © Leeham News: Airbus sees some “encouraging” signs wide-body demand is recovering from the global COVID-19 pandemic. Christian Scherer. Source: Airbus. Passenger demand is nearing-pre-pandemic levels in key areas of… Read More
Behind the latest Boeing CMO
Subscription Required By Vincent Valery Introduction Sept. 20, 2021, © Leeham News: Boeing Commercial Airplanes (BCA) released its latest Commercial Market Outlook (CMO) last week. While the latest total 20-year outlook for commercial aircraft remains below 2019 (43,610… Read More
Is cargo capacity deciding passenger airliner choice?
Subscription Required By Vincent Valery Introduction Sep. 16, 2021, © Leeham News: LNA has so far compared the performance of both factory and converted freighter aircraft. We will continue the cargo-themed series by analyzing how cargo capacity might… Read More
Podcast: 10 Minutes About the A350F and the Impact on Boeing
Aug. 3, 2021, © Leeham News: Airbus last week launched the A350 freighter program. This is the first real challenge to Boeing’s decades-long dominance in the freighter market that poses a real threat. LNA wrote on April 6… Read More
HOTR: About those 737 MAXes in inventory….
By the Leeham News staff July 29, 2021, © Leeham News: Boeing said yesterday that it delivered about 130 737 MAXes since the recertification of the aircraft last November. It won’t reveal exactly how many came from the… Read More