Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Europe to Boeing: Not so fast on your WTO move; tariffs still likely February 24, 2020
- The Impact of Asian airline difficulties on OEMs February 24, 2020
- Pontifications: EU appears to be holding Boeing-Embraer JV hostage February 24, 2020
- Why the A321XLR makes sense for Alaska Airlines February 23, 2020
- Bjorn’s Corner: Why e in ePlane shall stand for environment, Part 10. February 21, 2020
Airbus passes Boeing in wide-body passenger aircraft sales
Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More
B/E Aerospace sees “flat” widebody deliveries through 2016
Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More
Interior supplier sees 777, A330 production rates coming down
July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More
Airbus, Boeing YTD orders assessed (Update)
Update, July 8: In our original post, we omitted 44 Boeing 737NGs from the YTD firm orders. The charts and text have been updated to reflect this information. July 7, 2015, © Leeham Co. Airbus pulled ahead of… Read More
Widebody sales prospects this year
Subscription required. Introduction June 3, 2015, c. Leeham Co. Sales of widebody jets have slowed going into the Paris Air Show in under two weeks. Airbus sold six A330-200s, four A330-200Fs and Boeing hopes to make a sale… Read More
Tipping point for supply/demand? We don’t think so
Subscription Required Introduction April 28, 2015, c. Leeham Co. Goldman Sachs over the weekend issued a research note, Is the new aircraft supply/demand equation nearing a tipping point? GS cited the recent United and American airlines actions involving… Read More
Challenges working against A330ceo production goal
Subscription Required Introduction March 23, 2015, c. Leeham Co. Airbus faces a production gap for the A330ceo and has twice announced reductions in the rate: first, from 10/mo to 9/mo in 4Q2015 and then again to 6/mo in… Read More
This is a pivotal year for the A380 as Airbus considers neo, PIPs
Introduction March 15, 2015: This is a pivotal year for the future of the Airbus A380. Tim Clark, the president of Emirates Airline, increased the pressure for development of an A380neo when he said he’d buy up to… Read More