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

Twin-aisle leasing market challenges

Subscription Required By Vincent Valery Introduction   Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… 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

COVID production rates “firm” up

By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… 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

Applying ASC 606 to the Airbus Order Book

Subscription Required By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book. As a result, the OEM… Read More

Restoring capacity with the A330ceo or A330neo, Part 5

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More

Restoring capacity with the A330ceo or A330neo, Part 1

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: The Airbus A330-200 has been a commercial success, with  642 deliveries since 1998. The Boeing 777-300ER and Airbus A330-300 are the only twin-aisle variants with more… Read More

Looking ahead for 2020 and 2030 decades: Airbus

First in a series of reports. Subscription Required By Scott Hamilton and Vincent Valery June 17, 2020, © Leeham News: Airbus was riding high in February. The A321XLR was a clear winner. An important order was won from… Read More