Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Natilus: Composite BWB, entry-into-service by 2029, 570 on order April 17, 2025
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
Airbus passes Boeing in wide-body passenger aircraft sales
Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More
Pontifications: Assessing the benefit of new airplanes in low oil pricing
Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More
A321s in Airbus Mobile FAL
Sept, 13, 2015, (c) Leeham Co., Mobile (AL): The first two A321ceos are on the Final Assembly Line (FAL) at the new Airbus plant here in Mobile (AL). JetBlue is scheduled to take the first delivery in the… Read More
A320 oversold in bridge from ceo to neo
Subscription Required Introduction Airbus A320neo. Source: Airbus Sept. 7, 2015, © Leeham Co. Airbus is oversold in its A320 family positions as it transitions from the ceo to the neo, an analysis shows. The first delivery of the A320neo… Read More
This is a pivotal year for the A380 as Airbus considers neo, PIPs
Introduction March 15, 2015: This is a pivotal year for the future of the Airbus A380. Tim Clark, the president of Emirates Airline, increased the pressure for development of an A380neo when he said he’d buy up to… Read More
Customer Quality counts as much as orders, says Boeing
Subscription Required Introduction Jan. 14, 2015: Customer quality counts as much as the raw number of orders, a top Boeing official said yesterday during a bit of counter-programming on the day Airbus held its annual press conference recapping… Read More
Airbus/Boeing duopoly single-aisle is safe well into 2030 decade
Subscription Required Introduction Dec. 28, 2014: Two challenges to the duopoly of Airbus and Boeing in the 150-220 seat single-aisle sector move forward in development in 2015, but neither is in a position to be a threat for… Read More
Odds and Ends: JetBlue defers A320s; Delta’s A350 order; Another KC-46A delay?
JetBlue defers A320s: This US airline announced at its investors’ day that it is deferring Airbus A320s from this decade into next. JP Morgan had this commentary November 19: JetBlue…announced a deferral of 18 A320-family aircraft from 2016-18… Read More