Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More

Airbus Group: the old Airbus haunts the new

By Bjorn Fehrm February 24, 2017, ©. Leeham Co: Airbus Group (“Airbus”) presented results for 2016 in line with guidance. The Airbus CEO Tom Enders said, “This is the best Airbus, ever.” Yet everything was not as expected; most… Read More

United: the road back

By Bjorn Fehrm Introduction February 1, 2017, ©. Leeham Co: A headline from one year ago read: “UNITED’S QUEST TO BE LESS AWFUL: A bungled merger. A corruption scandal. Three CEOs in a year. But hey, at least the snacks… Read More

Assessing A330, A350 production futures

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Airbus sets new delivery record for 2016

By Bjorn Fehrm January 11, 2017, ©. Leeham Co: Airbus Commercial Aircraft presented a new record in yearly deliveries at its Press Briefing in Toulouse today.  The division of an integrated Airbus (therefore Airbus Commercial Aircraft, ACA) delivered 688… Read More

Market, other factors emerging, creating Boeing 787 concern

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Pontifications: Leeham News’ approach to the news

Leeham News and Comment will be on holiday Dec. 24, 2016, through Jan. 2, 2017, barring major breaking news. Merry Christmas and Happy New Year. Dec. 19, 2016, © Leeham Co. Two thousand sixteen is almost over. This… Read More

Comparing A350s, 787s and A380s

Editor’s note: We don’t typically do “trip reports;” this isn’t the scope of LNC. But occasionally one crosses our desk that we find of interest. One of our readers, William Bain, provided the following to us and we thought… Read More

For Airbus and Boeing, it’s about Alabama, Alabama, Alabama

Nov. 29, 2016, (c) Leeham Co.: When it comes to the prospect of imposing trade sanctions or retaliatory tariffs on Airbus for airplanes ordered by US customers, the European manufacturer has some advantages over Boeing few people apparently have… Read More

US, EU ignore Chinese, Russian subsidies

Nov. 15, 2016, © Leeham Co.: Government subsidies to commercial aircraft companies appear to be increasing despite the 12-year disputes before the World Trade Organization between Europe and the US over Airbus and Boeing aid. Yet the US… Read More