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
Ad wars, continued–Airbus fires Round Three
This week’s issue of the trade magazines has Round Three of the Airbus response to Boeing ads. Click to enlarge.
Airbus v Boeing: another round of what the customers tell us
With the recent spat upping the media war between Airbus and Boeing over whose airplanes offer better economics, we’ve been once more asking customers what their analyses conclude. Nothing has changed from our earlier conversations. As recent media… Read More
EADS Investors Day–Analysts reports
EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More
Odds and Ends: Air France v Rolls-Royce for A350; Virgin America rejigs; Last A340s sold; Heading South with SPEEA
Air France v Rollsr-Royce: The saga continues-see this Bloomberg story. We understand there is more to it than just maintenance. Rolls wants AF to order the Trent 1000 for the 787 order, too. Virgin America: This airline, headquartered… Read More
Airbus, Boeing under price pressure
The Wall Street Journal has two articles about Airbus and Boeing being under price pressure. There is a third article by the WSJ about Airbus wanting its suppliers to consolidate. The two companies have accused each other of… Read More
Odds and Ends: Airbus–60% of single aisle market; 777X customer meeting and EIS; advancing A350-1000
Airbus Market Share: Airbus figures it will keep around a 60% market share for single-aisles, according to this Reuters story. Boeing is going to beat Airbus handily for sales this year with the conversion of hundreds of MAX… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
New battle emerging in Asia
Our AirInsight affiliate has published a short report in its e-newsletter (subscription only) about a new battle emerging among LCCs in Asia. An excerpt: A new head-to-head battle appears to be shaping up in Asia. Indonesia’s LionAir announced… Read More