Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
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
Spirit Aero losses, cash burn continue
Subscription Required By Scott Hamilton Aug. 7, 2023, © Leeham News: Spirit AeroSystems reported another loss-making quarter last week as more special charges in Airbus and Boeing programs. Spirit is a major supplier to Airbus and Boeing. Airbus… Read More
Airbus 1H2023 results: Supply chain limits Airbus’ growth
July 26, 2023, © Leeham News: Airbus has presented its results for the first half year of 2023. A few critical suppliers are still Airbus’ constraint for growth. The orders are there, and the Final Assembly Lines as… Read More
Pontifications: A330neo, still struggling, nears 300 sales
June 27, 2023, © Leeham News: Airbus inked a memorandum of understanding with lessor Avolon for 20 A330-900s at last week’s Paris Air Show. When converted to a firm contract, this will bring the -900 order book to… Read More
Paris Day Two: Air India finalizes earlier deals; Embraer, ATR announce orders
By Bryan Corliss June 20, 2023, © Leeham News – While Monday’s news from the Paris Air Show was dominated by the one big Airbus order from Indian carrier IndiGo, Tuesday saw a host of smaller deals announced… Read More
GTF’s troubled history hurting future orders
Subscription Required By Scott Hamilton and Bjorn Fehrm May 8, 2023, © Leeham News: India’s GoFirst Airlines filed for bankruptcy last week. The carrier pointed to around 29 of its 50 Pratt & Whitney Geared TurboFan-powered Airbus A320neos… Read More
Airbus 1Q2023 results: Supply chain problems persist
By Bjorn Fehrm May 4, 2023, © Leeham News: Airbus has presented its results for the first quarter of 2023. The supply chain problems that lowered the 2022 production targets and that Airbus thought would subside in 2023… Read More
Pontifications: Complacency, arrogance aren’t a Boeing exclusive
March 21, 2023, © Leeham News: Airbus is resting on its laurels while Boeing struggles to recover from one crisis after another since the March 2019 grounding of the global 737 MAX fleet. Multiple sources tell me that… Read More