Leeham News and Analysis
There's more to real news than a news release.
Airbus 1H2025 results: A solid first half except for 60 gliders
By Bjorn Fehrm July 31, 2025, © Leeham News: Airbus CEO Guillame Faury and CFO Thomas Toepfer presented the Airbus first half 2025 results yesterday. The Airbus performance is very much to plan, except there are 60 A320/A321… Read More
What’s the next new aircraft, Part 5
By Scott Hamilton and Bjorn Fehrm July 31, 2025, © Leeham News: We wrap up our five-part series today on What’s the Next New Airplane in the coming decades. We now look at Airplanes 9-13 in Figure 1… Read More
US Transpo Secretary supports zero tariffs on aerospace, but change isn’t assured
Subscription Required By Scott Hamilton July 7, 2025, © Leeham News: US Transportation Secretary Sean Duffy wants to return to aerospace’s zero-tariff agreement, dating to 1979, but cautioned that doing so requires a larger trade agreement between party… Read More
Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable
May 1, 2025, © Leeham News in Toulouse: Airbus CEO Guillame Faury and CFO Thomas Toepfer presented the Airbus 1Q2025 results yesterday. All Airbus divisions performed to plan, producing a group EBIT Adjusted of 0.6bn Euro. The company… Read More
Airbus still struggles to deliver planes on time
Subscription Required By Scott Hamilton March 24, 2025, © Leeham News: Airbus continues to struggle to deliver commercial airliners to customers on time, with the A320neo and A350 families now sold out into the early 2030s. Customers complain… Read More
Airbus procurement head “convinced” supply chain issues are on right path
Subscription Required By Scott Hamilton Juergen Westermeier, head of procurement for Airbus. Source: Airbus. Dec. 12, 2024, © Leeham News: Airbus wants to sharply increase the production rates of its A220, A320, and A350 lines between now and… Read More
Airbus 9 month 2024 results: Inventory build-up for Q4 and Space Business lowers results
By Bjorn Fehrm October 30, 2024, © Leeham News: Airbus has presented its results for the first nine months of 2024. The operational result (EBIT Adjusted) is €0.8bn lower than in 9M2023, caused by an inventory increase of… Read More
How Boeing’s actions affect Products, Airbus: Analysis (Update)
Updated Oct. 12 with new and clarifying information. By Scott Hamilton Oct. 11, 2024, © Leeham News: Boeing’s late announcement today of a 10% company-wide layoff of its 170,000 leaves a lot of questions. Boeing managers were told… Read More
Bjorn’s Corner: New engine development. Part 26. New versus old, Trent 1000 vs. XWB
September 27, 2024, ©. Leeham News: We do an article series about engine development and why it has longer timelines than airframe development. It also carries larger risks of product maturity problems when it enters service than the… Read More