Leeham News and Analysis
There's more to real news than a news release.
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
Why was the 737-8 losing market to the A320neo before the MAX crisis?
By Bjorn Fehrm Subscription Required Introduction February 27, 2020, © Leeham News: While we wait on the Boeing 737-8 to get back in the air, we take a look at how this best seller in the 737 series… Read More
Boeing 737 MAX 2020-23 backlog will require to 2026 to deliver: analysis
Subscription Required Introduction By Scott Hamilton Feb. 14, 2020, © Leeham News: It will take Boeing years to deliver new production airplanes scheduled for delivery in 2020-2023 because the restart of the 737 MAX production will fall far… Read More
Assessing airlines’ narrowbody replacement needs
Subscription Required By Vincent Valery Introduction Jan. 27, 2020, © Leeham News: The Boeing 737 MAX crisis appears headed for resolution within a few months. Stephen Dickson, the administrator of the Federal Aviation Administration, told American, Southwest and… Read More
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More
2020 Outlook for Airbus, Boeing, et al
Subscription required Introduction By the Leeham News team. Jan. 2, 2020, © Leeham News: This will be a pivotal year for Boeing. It will be a year of challenges for Airbus. Embraer Commercial Aviation should disappear. Mitsubishi Heavy… Read More
Are AirAsia and AirAsia X outgrowing their key markets?
Subscription Required By Judson Rollins Introduction Dec. 16, 2019, © Leeham News: AirAsia and long-haul sister AirAsia X have been growing at world-leading rates for much of the past two decades. AirAsia’s fleet growth in the 2000s was… Read More