Leeham News and Analysis
There's more to real news than a news release.
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
(Updated with CEO comments) Boeing ekes out profits in 2Q, 1H; BCA continues loss
July 28, 2021, © Leeham News: The Boeing Co. today reported a slim profit for the second quarter and first half of 2021. But Boeing Commercial Airplanes still is in a loss-making position, though considerable progress was made… Read More
Pontifications: Earnings previews for Boeing, Airbus
July 26, 2021, © Leeham News: Boeing and Airbus report second-quarter/first-half earnings on Wednesday and Thursday, respectively. Boeing continues to have a rocky year. Although 737 MAX deliveries and production are picking up, 787 deliveries remain suspended. There… Read More
Pontification: It’s time to replace the 737, says industry leader
June 14, 2021, © Leeham News: One of commercial aviation’s most influential leaders said last week Boeing needs to replace the 737 with a new technology airplane. Steven Udvar-Hazy, chairman of Air Lease Corp., said in a CNBC… Read More
Boeing cites US-China relations as business watch item in 1Q earnings
April 28, 2021, © Leeham News: Boeing’s first quarter financial results were slightly worse than estimates by Wall Street analysis. “Boeing reported first-quarter revenue of $15.2bn, primarily driven by lower 787 deliveries and commercial services volume, partially offset… Read More
Etihad’s fleet simplification
By the Leeham News Team Apr. 27, 2021, © Leeham News: Etihad Airways’ CEO Tony Douglas announced that the carrier would be grounding its A380 fleet indefinitely and retire its 19 777-300ERs by the end of 2021. The… Read More
The conundrum of a new airplane design vs a derivative
Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More
Pontifications: End appears in sight for 16-year old US-EU trade dispute
April 19, 2021, © Leeham News: There appears to be progress in resolving the 16 year long trade dispute between Airbus and Boeing. Finally. The dispute officially is between the European Union and the United States. But neither… Read More