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
Redefining the 757 replacement: Requirement for the 225/5000 Sector, Part 2.
By Bjorn Fehrm Subscription required Introduction 01 March 2015, c. Leeham Co: In the first part of the article series around the need for a more capable solution for 180-240 seats and 5,000 nautical miles, we went through… Read More
A350-1000 gets upgrade to 387 seats; we analyse the consequences
Subscription required By Bjorn Fehrm Introduction 28 Jan 2015: Exactly one week after the first Airbus A350 started regular service between Doha and Frankfurt with Qatar Airways (on 15th of January), upgrades to the A350 capacity was announced by Airbus in a… Read More
Odds and Ends: More from Airbus annual press conference; IAM focuses on wages
Jan. 13, 2015: More from Airbus: Airbus held its annual press conference today in Toulouse, reporting its full year 2014 orders and deliveries results. Our Bjorn Fehrm was there and filed a report from the event. He will… Read More
Analysts weigh in on Airbus investors day #1
Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More
Zhuhai airshow: Airbus gains A320 MOU while regional A330 needs explaining
The Zhuhai airshow has not brought the expected slew of announcements from Western aircraft manufacturers. Boeing announced an order for 80 737 MAX Monday but this was characteristically from a leasing company across the Chinese see, SBMC Capital… Read More
Airbus, Boeing freighter demand forecasts optimistic, says P2F company
Special to Leeham News By Cliff Duke LCF Freighter Conversions I have mapped out below the last five years of OEM forecasts (Boeing World Air Cargo Forecasts and Airbus Global Market Forecast data) on widebody conversions calibrated against… Read More
Airbus poised to overtake Boeing in wide-body sector, bracket Boeing at both ends
Subscription required. Introduction Airbus is poised to produce more medium twin-aisle airplanes than Boeing by the end of 2017 and maintain the lead into the early 2020 decade, according to production rates that have been announced, unannounced and… Read More