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

Boeing beats Airbus in order tallies at Dubai Airshow thanks to widebody jetliner demand

By Dan Catchpole Subscription Required Nov. 20, 2023 © Leeham News: Boeing dominated the Dubai Airshow, racking up 313 orders—232 firm and 81 non-firm. Meanwhile, Airbus garnered only 86 orders, as of Friday, the last day of the… Read More

Has Airbus pinned too much of its hopes on LCC growth?

Subscription Required By Judson Rollins November 14, 2023, © Leeham News: Much ink has been spilled over the bad – and increasingly worse – year for America’s low-cost carriers or LCCs. Frontier, JetBlue, Southwest, and Spirit have all… Read More

Airbus profits climb despite one-off charge

Subscription Required By Gordon Smith Nov 9, 2023, (c) Leeham News: Airbus struck a defiant tone on Wednesday as the company posted strong numbers for the first nine months of 2023. Despite supply chain headwinds, the European firm’s… Read More

Order risk for Airbus: Warning flags

Subscription Required By the Leeham News Team Oct. 16, 2023, © Leeham News: Airbus and Boeing have airplane order backlogs exceeding 10,000 aircraft. Most of the respective production lines are sold out to 2026 and even beyond 2030…. Read More