Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: One “good” engine in future for RR, faulty business strategy and model: JP Morgan February 7, 2023
- Orders at risk: Year-End 2022 snapshot February 6, 2023
- Bjorn’s Corner: Sustainable Air Transport. Part 56. SAF non-CO2 effects February 3, 2023
- Good news for 4th 737 production line, but lots of unanswered questions remain February 2, 2023
- Boeing CEO Calhoun vows commitment to innovation as 747 flies into the sunset January 31, 2023
Twin Aisle Deliveries: The Good, the Bad, and the Ugly
Subscription Required By Vincent Valery Introduction Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More
HOTR: Adjusting Airbus and Boeing orderbooks
By the Leeham News Staff Sept. 15, 2020, © Leeham News: Boeing has removed hundreds of 737 MAX orders from its order book. While some were direct cancellations from customers, most came through ASC 606 adjustments. Airbus does… Read More
Restoring capacity with the A330ceo or A330neo, Part 5
Subscription Required By Vincent Valery Introduction June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Stored A330s, 777 Classics offer alternative to new orders
Subscription Required Aug. 12, 2019, © Leeham News: Slow sales of the Airbus A330neo, A350 and 777X this year are the result of a dip in the order cycle, A330ceos and 777-300ERs coming off lease and route fragmentation… Read More
A330neo backlog faces challenging skyline
Subscription Required Introduction Nov. 12, 2018, © Leeham News: With the first flight of the Airbus A330-800, it’s time to take a new look at the status of the A330 program. Summary Additional orders have been recorded, but… Read More
Airbus sees potential for A330neo sales; Boeing sees opportunity
June 6, 2018, © Leeham News: Airbus remains confident that the sales boon for the slow-selling A330neo is just around the corner, but an analysis of Airbus’ current operator lists shows significant inroads by Boeing for its 787…. Read More
