Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Airbus’ McArtor on VLA, 777X, 757 replacement and Airbus future products
Airbus Americas Chairman Allan McArtor. Allan McArtor believes there will always be a market for the Very Large Aircraft (VLA), but he’s not surprised Boeing cut the production rate of the 747-8. McArtor, who as chairman of Airbus… Read More
Airbus sequence shift of A350s coming, reports customer. Airbus says ‘no’
Airbus will likely shift the sequence of the entry-into-service of the A350, a customer tells us. Other sources report the same, with another customer calling the prospect of a shift “inevitable.” A tantalizing clue may have come from… Read More
Latest twin-aisle orders shift market share; Plus Odds and Ends
The flurry of orders in September and this month from Lufthansa Airlines and Japan Air Lines tightens the wide body race between Airbus and Boeing. Airbus and JAL on Monday announced a firm order for 31 A350s and… Read More
Airbus adds to information about A330/A350 “Lite”
Airbus provided some answers to some (but not all) of our additional questions posed in our post a week ago about the A330 and A350 “Lite” versions. We noted that Airbus had provided Direct Operating Cost (DOC) comparisons… Read More
Analyzing the Airbus plan to offer A350, A330 “Regional” aircraft
Note: The Blog by Javier takes an analytical look at the 20 year forecasts for the twin-engine, twin-aisle aircraft here. Airbus will offer “Regional” versions of the A330-200/300 and the A350-900 that will reduced the Maximum Take Off… Read More
Odds and Ends: Airbus, Boeing trade barbs–again; Airbus raises order goals; first 787-10 commitment
More tit-for-tat: Airbus and Boeing are engaged again in their pointless trading of barbs. But it makes for entertaining reading. Here’s what Boeing had to say. The relevant excerpt is from the Bloomberg report: Airbus doesn’t “have an… Read More
United returns 787 to service today; WSJ points to other issues
United Airlines is the latest carrier to return the Boeing 787 to service today, on a route from Houston to Chicago. UAL CEO Jeff Smisek is joined by Boeing CEO Jim McNerney on the flight. Meantime, the Wall… Read More
Assessing the A350 program
News from EADS that it is beginning to consider another Airbus A350 assembly line, or ramping up production more quickly than currently planned, to accommodate increasing demand for the -1000 validates a desire expressed months ago by John… Read More