Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing 3Q deliveries up despite strike October 8, 2024
- Strike slows Boeing’s march toward improving safety culture October 7, 2024
- Aerospace supply chain still ailing; Sustainable Aviation Fuel isn’t the answer to go green October 4, 2024
- Bjorn’s Corner: New engine development. Part 27. Long developments October 4, 2024
- Longshoreman strike adds to Airbus, Boeing woes October 1, 2024
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
Risk Adjusted Business for leasing aircraft
By William Loh, International Aviation Advisors and Dr. David Yu, CFA, Senior ISTAT Appraiser, AAVA Group, NYU Shanghai and Stern Oct. 17, 2023, © Leeham News: We have seen over many years that mainstream commercial aircraft are attractive… Read More
Further developments of Airbus’ A321
Subscription required By Bjorn Fehrm September 28, 2023, © Leeham News: We recently looked at the latest developments around Airbus’ A321XLR certification. When the certification is completed, it extends the A321 to a true Trans-Atlantic airliner. After the… 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
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
Airbus posts solid 2022 full-year results despite supply chain problems
By Bjorn Fehrm February 16, 2022, © Leeham News: Airbus presented its results for 2022 today. The company announced net profits of €4.3bn on revenue of €58.8bn despite several disruptive events during 2022. Disruptions like the effects of… Read More