Leeham News and Analysis
There's more to real news than a news release.
Supply chain focus: Hexcel’s first 2020 quarter
By Bjorn Fehrm April 22, 2020, ©. Leeham News: With the COVID-19 meltdown of airline traffic and aircraft deliveries, we place a special focus on the airliner industry supply chain in the next months. Hexcel Corporation reported its… Read More
Does the new weight bump turn the A330-900 to a trans-Pacific aircraft?
By Bjorn Fehrm Subscription Required Introduction March 5, 2020, © Leeham News: Airbus gave an update on their new 251t variant of the A330-900 this week. With a 251t Maximum Take Off Weight (MTOW), the former mid-ranger is… Read More
Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs
By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More
Bjorn’s Corner: Why e in ePlane shall stand for environment, Part 11. More electric aircraft.
February 28, 2020, ©. Leeham News: We now look at technology developments that make sense, and can deliver real improvements in the near future. We start in this Corner with what more electric aircraft and engines can bring.
Europe to Boeing: Not so fast on your WTO move; tariffs still likely
By Scott Hamilton Feb. 24, 2020, © Leeham News: Not so fast, Europe says about Boeing’s claim it is curing illegal tax breaks from Washington State. The World Trade Organization has to agree to Boeing’s interpretation. This will… Read More
Boeing 737 production rate boost to 57/mo delayed by four years
Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777. By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More
Assessing airlines’ widebody replacement needs
Subscription Required By Vincent Valery Introduction Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More
Third time is the charm: 777X takes to the sky today
By Scott Hamilton Jan. 25, 2020, © Leeham News: The third time was the charm. After being rained out Thursday and scrubbing the first flight Friday due to high winds, Boeing successfully launched the 777X into the air… Read More
How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?
By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More
To what level can Boeing’s remaining cash cow, the 787, pay the company bills?
By Bjorn Fehrm Subscription Required Introduction January 9, 2020, © Leeham News: What a difference a decade made. In January 2010, the Boeing 787 Dreamliner had just made its much delayed first flight and its crisis was at… Read More