Pontifications: Boeing’s exodus from Puget Sound

Jan. 11, 2021, © Leeham News: Last week appeared to be an ominous week for Washington State for aerospace. On Monday, The Seattle Times reported that Amazon surpassed Boeing as Washington’s largest employer. The retailer now employs more… 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

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

Enhancing the Dreamliner, Part 5: 787-10

Subscription Required By Vincent Valery Introduction   Nov. 5, 2020, © Leeham News: After analyzing the 787-9, we now turn our attention to the last Dreamliner variant that entered into service, the -10. The 787-10 was developed as a… Read More

Pontifications: Certification timing may push EIS for 777X

Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… 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

Key Airbus, Boeing supplier sees recovery in 2022

By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… 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

A lost decade for aircraft manufacturers, suppliers

Subscription Required By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as returning to 2019 passenger traffic and… Read More