Airbus 1H2020; “We have reached the right production level for the pandemic”

By Bjorn Fehrm July 30, 2020, © Leeham News: Airbus presented its results for the first half of 2020 today. Airbus CEO, Guillaume Faury said on the analyst call “We made a large adjustment to lower production rates… Read More

Looking ahead for 2020 and 2030 decades: Airbus

First in a series of reports. Subscription Required By Scott Hamilton and Vincent Valery June 17, 2020, © Leeham News: Airbus was riding high in February. The A321XLR was a clear winner. An important order was won from… Read More

Narrowbody Aircraft Retirements

Subscription Required By Vincent Valery Introduction   June 15, 2020, © Leeham News: Last week, LNA analyzed the accelerating widebody fleet streamlining by airlines. We now turn our attention to the narrowbody market. Numerous airlines, including American and Lufthansa,… Read More

Pontifications: New GE Aviation CEO will face big challenges

June 1, 2020, © Leeham News: The new chief executive officer for GE Aviation (GEA) will face huge challenges when he or she succeeds David Joyce when he retires this year, say industry sources. Joyce was named CEO… Read More

What’s the gain of flying a smaller single-aisle during COVID-19 recovery?

By Bjorn Fehrm Subscription Required Introduction May 28, 2020, © Leeham News: As flying recommences after country lockdowns, the fill factors for the flights will be low for an extended period. Airlines and the OEMs are anticipating the… Read More

Airbus 1Q2020, preparing for “the gravest crisis in our industry’s history”

April 29, 2020, © Leeham News: Airbus presented its results for the first quarter of 2020 today. In the accompanying news conference, Airbus CEO Guillaume Faury said, “we are facing the gravest crisis in our industry’s history,” and… Read More

Can a passenger airliner run as a freighter with today’s tariffs? Part 4.

By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More

European airline struggles add risk to 15% of Airbus, Boeing orders

By Judson Rollins Subscription Required Introduction Earlier this week, LNA examined the potential for a shakeout among European carriers as the coronavirus outbreak spreads to the continent. Five European countries now rank among the ten hardest hit –… Read More

Grounding takes toll on Boeing 737 MAX investment desires

By Scott Hamilton March 2, 2020, © Leeham News, Austin (TX): A poll of people attending a major aerospace conference here today illustrates the hit Boeing took from the trouble with the 737 MAX. The audience was asked… Read More

Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs

By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More