Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: One “good” engine in future for RR, faulty business strategy and model: JP Morgan February 7, 2023
- Orders at risk: Year-End 2022 snapshot February 6, 2023
- Bjorn’s Corner: Sustainable Air Transport. Part 56. SAF non-CO2 effects February 3, 2023
- Good news for 4th 737 production line, but lots of unanswered questions remain February 2, 2023
- Boeing CEO Calhoun vows commitment to innovation as 747 flies into the sunset January 31, 2023
NBA Single or Dual Aisle Airline preferences
Subscription Required By Vincent Valery Introduction Credit: Leeham News May 10, 2021, © Leeham News: Boeing has been studying the launch of a clean-sheet design aircraft for at least a decade. Studies included a single-aisle design but favored… Read More
Today’s 737 MAX, A320neo values vs 2019
Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More
Did Airbus miss opportunities with Alaska, Southwest?
Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More
Pontifications: For Boeing, the future is a new airplane, not the status quo
Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More
Airbus 2020, prudent navigation of a challenging environment
February 18, 2021, © Leeham News: Airbus presented its results for 2020 today. The company reported a net loss of €0.5bn at revenues of €50bn (€70.5bn 2019). Airbus’ operations delivered a result of +€1.7bn; it was then reduced… Read More
Small jet demand likely to stay depressed after COVID
Subscription Required By Judson Rollins Introduction January 25, 2020, © Leeham News: As passenger travel trickles back to life, one trend that’s already apparent is a long-term diminution of airline yields in most regions. This is largely driven… Read More
Bjorn’s Corner: The challenges of hydrogen. Part 19. Hydrogen airliner weight shift
January 8, 2021, ©. Leeham News: In our Corner before Christmas we discussed the hydrogen tank placement at the rear of the aircraft for Airbus’ ZEROe concept turbofan aircraft. We now calculate how the weight transfer when emptying… Read More
Pontifications: Outlook 2021 Series begins today
Jan. 4, 2021, © Leeham News: Beginning today through next week, Leeham News presents its annual Outlook series for the coming year. We’ve been doing this for years. In recent years, the Outlook reflected continued growth in commercial… Read More
Airbus stopped consuming cash in 3Q2020
October 29, 2020, © Leeham News: Airbus announced its third-quarter 2020 financial results today. It has achieved convergence of production and deliveries by delivering 145 aircraft in the quarter and 341 since the start of the year. It… Read More
