Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: 737 MAX ungrounding, ANAC’s and EASA’s decisions November 27, 2020
- Enhancing the Dreamliner, Part 8: Wrap Up November 26, 2020
- Boeing 737 MAX changes beyond MCAS November 24, 2020
- Updating Airbus and Boeing Orders At Risk November 23, 2020
- Pontifications: Why I’d fly the MAX; lessons learned and still to come November 23, 2020
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
Airbus stopped consuming cash in 3Q2020
October 29, 2020, © Leeham News: Airbus announced its third-quarter 2020 financial results today. It has achieved convergence of production and deliveries by delivering 145 aircraft in the quarter and 341 since the start of the year. It… Read More
Enhancing the Dreamliner, Part 4: the 787-9 analyzed.
Subscription Required By Bjorn Fehrm Introduction October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More
Enhancing the Dreamliner, Part 3: 787-9
Subscription Required By Vincent Valery Introduction Oct. 22, 2020, © Leeham News: After analyzing the 787-8, we now turn our attention to the following Dreamliner variant that entered into service, the -9. Summary Lessons learned from 787-8 mishaps;… Read More
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: Rolls 787 engine orders tank last 5 year
By the Leeham News team Sept. 29, 2020, © Leeham News: Engine orders for Rolls-Royce on the Boeing 787 tanked in the last five years—pre-COVID. An analysis reveals that over this period, Boeing booked 952 orders for 787…. 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
R&D spending at Boeing plunges; Airbus yet to kick in
Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More
Airbus 1H2020; “We have reached the right production level for the pandemic”
By Bjorn Fehrm July 30, 2020, © Leeham News: Airbus presented its results for the first half of 2020 today. Airbus CEO, Guillaume Faury said on the analyst call “We made a large adjustment to lower production rates… Read More
Restoring capacity with the A330ceo or A330neo, Part 6, Wrapup.
Subscription Required By Bjorn Fehrm Introduction July 23, 2020, © Leeham News: Over the last four weeks, we analyzed the venerable Airbus A330, to see if the present low fuel and lease prices make the recent A330neo version… Read More