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
Wide-body production rates show mix of strength, weakness
Subscription Required Introduction May 14, 2018, © Leeham News: Wide-body production rates by Airbus and Boeing are expected to go up modestly during the next three year, with a jump in 2022—if Boeing 777X production rates head for… Read More
Retirement wave coming that will boost A330neo sales, says Airbus
March 6, 2018: Airbus is ramping up the messaging for the slow-selling A330neo, reiterating its view that a wave of retirements is coming from current A330 operators that will support new sales. LNC first reported the message Dec…. Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More
Airbus results depressed from continuing delivery delays
Oct. 26, 2016: Airbus Group reported that its nine months financial results continue to be depressed by delivery delays in the A320neo and A350-900 programs. The Group reported revenues of €43bn for the period and charges that lowered profits…. Read More
Pontifications: Reorganization at Airbus
Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More
Boeing 787: Stable Rate, Hike Rate or Cut Rate
Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More
Fewer A350s in 2017-18, says Cowen & Co.; not so, says Airbus
April 21, 2016: Airbus will assemble fewer A350s than planned in 2017 and 2018, according to a short note to clients by the Cowen & Co. obtained by LNC. Not so, says Airbus. The investment bank was commenting on… Read More
Market, other factors emerging, creating Boeing 787 concern
Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: Despite a rosy picture painted by Boeing about the future of the 787 and the ability to recover more than $29bn in deferred production Boeing photo. and tooling costs,… Read More
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Posted on January 4, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Etihad Airways, ExIm Bank, Leasing, Leeham News and Comment, Lessors, Premium
787, 787-10, 787-8, 787-9, A330ceo, A330neo, A350, Airbus, Boeing, China, Donald Trump, Etihad Airlines, ExIm Bank