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
Odds and Ends: Dominating Wide-Bodies; Trying to save the 747-8; Delta waits; China OKs 787
Dominating Wide-Bodies: Boeing claimed at its investors’ day yesterday it will dominate the wide-body sector. This, predictably, caused some mirth among our Reader Comments. We agree with Boeing–for the next several years. The 777-9X will have a monopoly… Read More
Single-Aisle backlog market share between the Big Two
The rivalry between Airbus and Boeing intensified in recent weeks with Airbus landing another major order from a previously exclusive Boeing customer, LionAir. Boeing announced another major order just a day later, Ryanair, retaining exclusivity with this customer…. Read More
Odds and Ends: Post-SPEEA Vote; LionAir and RyanAir; ANA skeptical of Boeing timeline
Post-SPEEA Vote: The ratification of the contract offer by Boeing by the SPEEA technical workers is welcome news. It gives Boeing and its stakeholders certainty at a time when the 787 issues remain outstanding and the developmental programs… Read More
Odds and Ends: Second SPEEA vote results tomorrow night; Big LionAir-Airbus order finally ready
SPEEA vote tomorrow night: Update: Tomorrow is now today; the SPEEA vote results will be counted tonight (Monday). The revote by SPEEA technical workers will be counted Monday night. Technical workers rejected the best and final offer from… Read More
Odds and Ends: AF 447 resurfaces; Racing toward 2,000; A400M; beating back anti-droners
Air France 447: More data has surfaces on Air France 447, the Airbus A330 that plunged into the Atlantic on a flight from Brazil to France several years ago. In a cooperative post-investigation that included Airbus and Boeing,… Read More
American to decide on merger Jan. 9, Bloomberg says
American Airlines’ Board of Directors will meet on Jan. 9 to decide whether to merge with US Airways, according to this report by Bloomberg News. The outcome, of course, has ramifications beyond those employees of both airlines. These… Read More
Odds and Ends: Picking up an A380; testing the 787; VLA backlogs
Picking up an A380: No, it’s not about lifting one. It’s taking delivery of one. CNN International Travel has this story about the delivery process. It’s not what you’d think would be your usual story from a travel… Read More