Leeham News and Analysis
There's more to real news than a news release.
Behind the latest Boeing CMO
Subscription Required By Vincent Valery Introduction Sept. 20, 2021, © Leeham News: Boeing Commercial Airplanes (BCA) released its latest Commercial Market Outlook (CMO) last week. While the latest total 20-year outlook for commercial aircraft remains below 2019 (43,610… Read More
Airbus 2020, prudent navigation of a challenging environment
February 18, 2021, © Leeham News: Airbus presented its results for 2020 today. The company reported a net loss of €0.5bn at revenues of €50bn (€70.5bn 2019). Airbus’ operations delivered a result of +€1.7bn; it was then reduced… Read More
Airbus’ production plans
Subscription Required By Vincent Valery Introduction Feb. 15, 2021, © Leeham News: LNA wrote last month an article about Boeing’s latest production plans for future years. Airbus announced updated production plans on Jan. 21. Airbus’ latest production plans… Read More
Outlook 2021: Boeing needs boring, Airbus looks for recovery
Subscription Required By Scott Hamilton and Vincent Valery Introduction Jan. 5, 2021, © Leeham News: What’s in store for Airbus and Boeing this year? Boeing needs a boring year. Airbus is clearly better positioned than Boeing. Twenty-twenty one… Read More
Pontifications: Outlook 2021 Series begins today
Jan. 4, 2021, © Leeham News: Beginning today through next week, Leeham News presents its annual Outlook series for the coming year. We’ve been doing this for years. In recent years, the Outlook reflected continued growth in commercial… Read More
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More