Airbus’s orders at risk

Subscription Required By Judson Rollins Introduction  Feb. 19, 2023, © Leeham News: After last week’s release of Airbus’s 2023 financial results, we undertake our annual analysis of at-risk deals on the OEM’s books. Airbus has outstanding orders from… Read More

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