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
US trade rep rejects Airbus tariff reduction claim
Dec. 9. 2019, © Leeham News: The US Trade Representative (USTR) Friday dismissed Airbus; conclusion last week that the tariff authorized by the World Trade Organization (WTO) should be lowered by about $2bn. The WTO’s Compliance Panel last… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Pontifications: Good, and Bad, news from the Dubai Air Show
Nov. 25, 2019, © Leeham News: The Dubai Air Show proved to be a mixed bag for Airbus and Boeing. Each company picked up important orders and commitments. But each company saw some previously announced commitments reduced in… Read More
A tangled web at the HNA Group
Subscription Required Now open to all readers. By Vincent Valery Introduction Nov. 18, 2019, © Leeham News: The HNA Group, a Chinese conglomerate with a heavy focus on aviation, has been in the spotlight for a few years… Read More
Big Three Gulf Carriers’ financials
Subscription Required By Vincent Valery Introduction Nov. 4, 2019, © Leeham News: The rise of the Big Three Middle Eastern carriers since the mid-2000s has been nothing short of astounding. They took full advantage of an advantageous geographical… Read More
Airbus 2019 results hit by A320neo delivery delays
By Bjorn Fehrm October 30, 2018, © Leeham News: Airbus announced 3Q 2019 results today. Revenue and profits for the first nine months were up from last year but the company is still wrestling with delivery problems for… Read More
Faury looks to transform Airbus
Guillaume Faury has been the chief executive officer of Airbus Group since April 1. In this exclusive interview, he looks back on his first six months and ahead for the future of the company. This is part 1… Read More
Airbus holds the line on A350 production rate
Subscription Required Introduction Sept. 4, 2019, © Leeham News: Airbus’ decision a few months ago to keep the A350 production rate at 10/mo appears to be a wise one, considering that there is a small production gap in… Read More
Airbus faces challenges for A330neo
Subscription Required Aug. 26, 2019, © Leeham News: Airbus faces near-term challenges with its production skyline for the A330, even at a reduce rate of 4/mo, an analysis shows. Looking forward from next year, when there are slightly… Read More