Boeing’s second quarter of 2020; cutting production as revenue halves due to MAX grounding and COVID-19

July 29, 2020, © Leeham News: Boeing presented its results for the second quarter of 2020 today. The company revenue is halved compared with the last second quarter with full 737 MAX production, 2Q2018. The reported loss was… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required Now open to all readers. By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More

HOTR: Norwegian claims $1bn+ in damages from Boeing

HOTR072120 By the Leeham News staff July 21, 2020, © Leeham News: Norwegian Air Shuttle said June 30 it canceled orders for 92 Boeing 737 MAXes and five 787s. The orders still appear on Boeing’s Unfilled Orders website,… Read More

Restoring capacity with the A330ceo or A330neo, Part 5

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More

Restoring capacity with the A330ceo or A330neo, Part 3

Subscription Required By Vincent Valery Introduction   July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More

Pontifications: Recertification flights for Boeing 737 MAX appear close

June 29, 2020, © Leeham News: Boeing may be set to begin recertification flights of the 737 MAX as early as today, The Seattle Times reported last week. Testing will take three days, if all goes well. But… Read More

Looking ahead for 2020 and 2030 decades: Boeing

Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More

Restoring capacity with the A330ceo or A330neo, Part 1

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: The Airbus A330-200 has been a commercial success, with  642 deliveries since 1998. The Boeing 777-300ER and Airbus A330-300 are the only twin-aisle variants with more… Read More

Looking ahead for 2020 and 2030 decades: Airbus

First in a series of reports. Subscription Required By Scott Hamilton and Vincent Valery June 17, 2020, © Leeham News: Airbus was riding high in February. The A321XLR was a clear winner. An important order was won from… Read More

An accelerating widebody fleet streamlining, Part 2

Subscription Required By Vincent Valery Introduction   June 8, 2020, © Leeham News: Last week, we saw that earlier generations of widebody aircraft had significant range restrictions. Airlines with sizable long haul operations had to operate multiple aircraft types… Read More