Airbus sees 3.8% growth in new aircraft deliveries through 2043 vs last year’s forecast

Subscription Required By Scott Hamilton July 15, 2024, © Leeham News: Airbus boosted its 20 year forecast for new aircraft deliveries by 3.8% compared with last year’s Global Market Forecast (GMF). Single aisle mainline aircraft (ie, no regional… Read More

Embraer’s outlook improves as supply chain stabilizes, near-term availability drives demand

Subscription Required By Judson Rollins Introduction  July 8, 2024, © Leeham News: Embraer is on track for a relatively upbeat Farnborough Airshow later this month, having been spared most of the supply chain headwinds plaguing Airbus and Boeing…. Read More

Boeing is fighting fire with fire in reacquiring Spirit Aero (Updated)

Subscription required By Dan Catchpole Analysis July 1, 2024, © Leeham News: This is an analysis of Boeing’s reported $4.7 billion purchase Spirit AeroSystems, as Reuters reported Sunday. First, let’s set the frame. Boeing seems incapable of doing… Read More

Southwest could solve its MAX 7 woes … by buying Breeze?

Subscription Required By Judson Rollins Introduction  May 6, 2024, © Leeham News: Southwest Airlines, still awaiting the certification and delivery of the Boeing 737 MAX 7 as a replacement for its aging 737-700s, might have an unorthodox alternative:… Read More

Dissecting Boeing CEO’s statement next new airplane will cost $50bn

Subscription Required By the Leeham News Team April 15, 2024, © Leeham News: It was a stunning number. Boeing CEO David Calhoun said his successor will have to decide on whether, or how, Boeing will proceed with its… Read More

Airbus and Boeing need each other for healthy supply chain

Subscription required By Dan Catchpole March 11, 2024, © Leeham News: In the public arena, Boeing is flailing. It’s the subject of public rebukes by government officials, a new criminal investigation by the US Department of Justice, and… Read More

Airbus’s orders at risk

Subscription Required By Judson Rollins Introduction  Feb. 19, 2023, © Leeham News: After last week’s release of Airbus’s 2023 financial results, we undertake our annual analysis of at-risk deals on the OEM’s books. Airbus has outstanding orders from… Read More

Airbus hails ‘landmark year’ with strong 2023 results amid delivery ramp-up

By Tom Batchelor February 15, 2024, © Leeham News: Airbus gave more details of its planned ramp-up today as it announced 2023 full-year results, with revenues climbing 11% year-on-year to €65bn and adjusted earnings before interest and taxes… Read More

Airbus posts record orders in 2023, meets delivery target despite challenges

By Tom Batchelor January 11, 2024, © Leeham News: Airbus exceeded its target for aircraft deliveries last year and achieved a record number of orders despite what it called a “complex” and “volatile” operating environment, according to the… Read More

Outlook 2024: Expectations growing at Airbus

Subscription Required By Gordon Smith January 2, 2024, © Leeham News: Many businesses start to wind down operations as the holiday season approaches – but for the big OEMs, the year-end usually means a sprint finish. Airbus is… Read More