Freighter market faces turmoil while passenger sector gets the headlines

Subscription Required By Scott Hamilton June 10, 2024, © Leeham News: Delivery delays of widebody airplanes are causing disruptions in freighter conversion plans as feedstock is retained for passenger operations. IAI Bedek Boeing 777-300ER P2F. Photo: IAI Bedek…. Read More

Big hurdles for COMAC to become serious challenger to Airbus, Boeing

Subscription Required By Scott Hamilton May 27, 2024, © Leeham News: A flurry of orders by China’s Big Three airlines finally began to balance announced deals for the COMAC C-919 mainline jet. Until the recent orders from Air… Read More

When does a larger airliner pay off? Part 4

Subscription required By Bjorn Fehrm March 28, 2024, © Leeham News: We are doing an article series about what drove the cross-over from Airbus A319 to A320 and then to A321. We analyzed the change from A319/A320ceo to… Read More

When does a larger airliner pay off? Part 3

Subscription required By Bjorn Fehrm March 21, 2024, © Leeham News: We are doing an article series about what drove the cross-over from Airbus A319 to A320 and then to A321. We started with the ceo range last… Read More

When does a larger airliner pay off

Subscription required By Bjorn Fehrm March 7, 2024, © Leeham News: Over the last decades, the choice of domestic market airliners has gone from the typical 120-seater to today 200 seats or more. We will look into what… Read More

Airbus’s orders at risk

Subscription Required By Judson Rollins Introduction  Feb. 19, 2023, © Leeham News: After last week’s release of Airbus’s 2023 financial results, we undertake our annual analysis of at-risk deals on the OEM’s books. Airbus has outstanding orders from… Read More

Instead of progress, Boeing must deal with new crisis of Alaska Flight 1282 on Wednesday’s earnings call

Subscription Required By Scott Hamilton and Judson Rollins Jan. 29, 2024, © Leeham News: Twenty-twenty-four will be a crucial year for Boeing. A door plug blew off a Boeing 737-9 MAX Jan. 5. The company must deal with… Read More

GE Aerospace’s Q4 and FY 2023 Earnings Draw Analyst’s Short-Term Shrugs and Long-Term Cheers

By Chris Sloan Jan. 23, 2024, © Leeham News – GE Aerospace’s last earnings season before morphing into a pure play engine maker ended on a disappointing note for some analysts. “Aero results were a bit short of… 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

Q3 Earnings: GE Aerospace “Leaps” Forward With Stellar Results, Pure Play Powerplant Provider On Track for Q1 2024

By Chris Sloan Oct. 24, 2023, © Leeham News – GE spooled up high-thrust third-quarter earnings with consensus-topping results in sales, margins, and EPS in all three of its segments, led by Aerospace. The engine-marker delivered double-digit growth… Read More