Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New aircraft technologies. Part 40. The initial production crisis December 1, 2023
- The Exception to the Green Propulsion Rule November 30, 2023
- Rolls-Royce sets out ambitious vision to future-proof its business November 29, 2023
- Pontifications: Airbus ponders A330neo MRTT, Boeing ponders KC-46A re-engine November 28, 2023
- Preview of Rolls-Royce Capital Markets Day November 27, 2023
Order risk for Airbus: Warning flags
Subscription Required By the Leeham News Team Oct. 16, 2023, © Leeham News: Airbus and Boeing have airplane order backlogs exceeding 10,000 aircraft. Most of the respective production lines are sold out to 2026 and even beyond 2030…. Read More
Pontifications: A330neo, still struggling, nears 300 sales
June 27, 2023, © Leeham News: Airbus inked a memorandum of understanding with lessor Avolon for 20 A330-900s at last week’s Paris Air Show. When converted to a firm contract, this will bring the -900 order book to… Read More
Airbus 1Q2023 results: Supply chain problems persist
By Bjorn Fehrm May 4, 2023, © Leeham News: Airbus has presented its results for the first quarter of 2023. The supply chain problems that lowered the 2022 production targets and that Airbus thought would subside in 2023… Read More
A deep dive into the twin-aisle market
Subscription Required By Vincent Valery Introduction Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More
Airbus posts solid 2022 full-year results despite supply chain problems
By Bjorn Fehrm February 16, 2022, © Leeham News: Airbus presented its results for 2022 today. The company announced net profits of €4.3bn on revenue of €58.8bn despite several disruptive events during 2022. Disruptions like the effects of… Read More
Orders at risk: Year-End 2022 snapshot
Subscription Required By Vincent Valery Introduction Feb. 6, 2023, © Leeham News: With the publication of the Airbus and Boeing announcing 2022 orders and deliveries last month, and Boeing’s published its 2022 Annual Report (10-K), we undertake our… Read More
Outlook 2023: ramping up production at Airbus
Leeham News in addition to Twitter, Facebook and Linkedin, may now be found on Post.news here and on Mastodon here. Subscription Required By Vincent Valery and Scott Hamilton Introduction Jan. 2, 2023, © Leeham News: LNA wrote a… Read More
Orders at Risk: Summer 2022 Snapshot
Subscription Required By Vincent Valery Introduction Aug. 22, 2022, © Leeham News: The ink has now dried on the orders signed at the 2022 Farnborough Air Show. Boeing announced more orders than Airbus, mainly because of a sold-out… Read More
Can China pass on Boeing airplanes? A deeper look
Subscription Required By Vincent Valery Introduction Aug. 8, 2022, © Leeham News: The FAA lifted the Boeing 737 MAX grounding more than 18 months ago. However, Chinese airlines still have not returned their 737 MAX fleets to passenger… Read More
Assessing future twin-aisle production rates
Subscription Required By Vincent Valery Introduction July 18, 2022, © Leeham News: There were 98 twin-aisle passenger aircraft deliveries in 2021, the lowest number since 1987 (90). The 2021 tally was down 73% compared to the peak of… Read More