Leeham News and Analysis
There's more to real news than a news release.
2022 Outlook depends largely on pandemic, Boeing recovery
Subscription Required By the Leeham News Team Dec. 13, 2021, © Leeham News: Attempting a forecast for the new year historically has been reasonably easy. One just started with the stability of the current years, and maybe the… Read More
HOTR: 787 delivery restart appears to slip to April: customers
By the Leeham News Staff Nov. 30, 2021, © Leeham News: Plans to resume deliveries of the Boeing 787—halted since October 2020—appear to be slipping again. Customers tell LNA that deliveries may not resume until April, a slip… Read More
The end of A380 production
Subscription Required By Vincent Valery Introduction Emirates’ 100th A380 delivered Nov. 18, 2021, © Leeham News: The 251st and final A380 delivery to Emirates will happen in the next few weeks before the end of the year. With… Read More
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