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

Order risk for Airbus: Warning flags

Subscription Required By the Leeham News Team Oct. 16, 2023, © Leeham News: Airbus and Boeing have airplane order backlogs exceeding 10,000 aircraft. Most of the respective production lines are sold out to 2026 and even beyond 2030…. 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

Pontifications: “We’re sick and tired of new technologies:” Avolon CEO

Editor’s Note: As Airbus and Boeing consider new airplanes, their current generation aircraft are plagued with technical issues. The engines on the A320neo and 737 MAX families continue to have problems years after entry into service. The Boeing… Read More

Pontifications: Moonshot for engines for Next Boeing Airplane may have to wait

Sept. 12, 2023, © Leeham News: The Next Boeing Airplane (NBA) may be a moonshot for CEO David Calhoun, but airlines will probably be reluctant to take a moonshot on the next new engine. Service issues with the… Read More