Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
A320 build rate, Alabama presents proposal to Airbus
Airbus won’t increase the production rate on the A320 family until introduction of the NEO and it’s now become public that Alabama has presented a proposal to Airbus for an assembly plant there. Airbus disclosed the plan to… Read More
The moving numbers, redux, in the A320-737 game
For two years, Boeing claimed the 737NG was 8% more economical (and here) than the Airbus A320. Boeing told media, analysts, everybody who would listen. Boeing illustrated the point before and after the MAX. Here is a recent… Read More
Odds and Ends: A380 & other Airbus tidbits; “SC-787-1” to be airborne soon
A380 & other Airbus tidbits: Aviation Week has this article about the latest on A380 wing cracks in the L brackets, along with some information on the A350 program, A330 production rates, a comment on the price war… Read More
Odds and Ends: Puzzling math remains puzzling in 737 v A320 debate
Puzzling math remains puzzling: Boeing has said for the better part of two years that the 737-800 is 8% more economical than the Airbus A320 and the advantage translates into leads it claims for the MAX over the… Read More
Odds and Ends: 777-9X will create new class of airplane
Boeing 777X: The 777-8X, said to be a replacement for the 777-200, is really sized closer to the 777-300 and the 777-9X is a new class of airplane. See this story for details. A330neo: It’s a story that… Read More
Boeing MAX v Airbus NEO; Fan size and optimizing the LEAP for MAX, Part 2
The war of words between Airbus and Boeing continued unabated at the Pacific Northwest Aerospace Alliance 11th Annual Conference this week in suburban Seattle. As fully expected, Airbus said its planes are better than Boeing and Boeing said… Read More
CFM aftermarket drives Safran revenues, profits
A recent report by Bernstein Research takes an in-depth look at Safran, the French company that is the parent of Snecma, a joint venture partner with GE to form CFM International. CFM, of course, is the sole-source engine… Read More
Airbus, ATR big losers in Kingfisher turmoil
This is an expanded version of a story we did for Flight Global. Airbus will be hit hard if Kingfisher Airlines of India fails. ATR has already lopped its entire order of turbo-props from its books due to… Read More
Understanding appraisers in aircraft values
There has been an active discussion in the comment section on the “Rate 35” post and the relative merits of appraisals and appraisers with respect to the Airbus A320 and Boeing 737NG. We’ve been involved in the airline… Read More