Leeham News and Analysis
There's more to real news than a news release.
Airbus a sideshow in Boeing-Spirit deal, but intertwined
Subscription Required By the Leeham News Team Aug. 9, 2024, © Leeham News: The financial results for the first half of 2024 are in for the corporations of the aviation industry and it has been a mixed bag… Read More
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 Now open to all readers 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,… 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