Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The Airbus A350F versus Boeing’s 777-XF. August 5, 2021
- Podcast: 10 Minutes About the A350F and the Impact on Boeing August 3, 2021
- Boeing’s apparent shifting product strategy August 2, 2021
- Pontifications: Biden’s new “Buy American” policy may hit Lockheed Martin-Airbus plans to compete in KC-Y tanker bid August 2, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 14. The ATO. July 30, 2021
HOTR: About those 737 MAXes in inventory….
By the Leeham News staff July 29, 2021, © Leeham News: Boeing said yesterday that it delivered about 130 737 MAXes since the recertification of the aircraft last November. It won’t reveal exactly how many came from the… Read More
The conundrum of a new airplane design vs a derivative
Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More
Airbus 2020, prudent navigation of a challenging environment
February 18, 2021, © Leeham News: Airbus presented its results for 2020 today. The company reported a net loss of €0.5bn at revenues of €50bn (€70.5bn 2019). Airbus’ operations delivered a result of +€1.7bn; it was then reduced… Read More
Podcast: 10 Minutes About the Airbus A330neo
Feb. 3, 2021, © Leeham News: The Airbus A330neo is technically a good airplane. But sales never took off. There are only 331 orders for the airplane and easily more than 100 are iffy. Airbus publicly said there… Read More
The A350, Part 3: The A350-800 versus A330-900
Subscription Required By Bjorn Fehrm Introduction January 28, 2020, © Leeham News: Last week, we analyzed the smallest member of the Airbus A350 family, the A350-800. After Airbus changed the variant to a non-optimal “cut and shut” variant,… Read More
The A350, Part 2: Analyzing the A350-800
Subscription Required By Bjorn Fehrm Introduction January 21, 2020, © Leeham News: Before the holidays, we started a series to look into Airbus’ A350 family. We analyzed the development program and how the variants have sold. Initially, the… Read More
The A350, Part 1: Intro and A350-800
Subscription Required By Vincent Valery Introduction Dec. 17, 2020, © Leeham News: After running a series on the Dreamliner, LNA will now start a series on Airbus’ latest-generation twin-aisle aircraft, the A350. Airbus should deliver its 400th A350… Read More
A year of reckoning for Low-Cost Long-Haul
Subscription Required By Vincent Valery Introduction Dec. 7, 2020, © Leeham News: Since the beginning of the COVID-19 outbreak, numerous carriers have either ceased operations or gone into court-supervised restructurings. Among those undergoing restructurings are the world’s two… Read More
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