Leeham News and Analysis
There's more to real news than a news release.
Airbus Group 1H2016 results: Trouble in key programs
Updated with analyst reports. By Bjorn Fehrm 27 July 2016, ©. Leeham Co: Airbus Group presented its first half year results today, posting strong results in the face of delivery troubles with the A320neo and A350; and more… Read More
Pontifications: Airbus faces conundrum
July 18, 2016, © Leeham Co.: It wasn’t the dominating headline out of the Farnborough Air Show that Airbus would have preferred: a dramatic production rate cut for the slow-selling A380 from 20/yr to 12/yr from 2018. A… Read More
Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them
Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
Slowing economies begin to impact Airbus, Boeing
Subscription Required Introduction LatAm Airbus A350. LatAm may defer some A350s and/or Boeing 787s. Photo: Flickr via Google images. June 13, 2016, © Leeham Co.: Signs are becoming more frequent that airlines are facing slowing economies around the… Read More
UTAS sees increasing electronic architecture in future airplanes
Subscription Required Introduction June 9, 2016, © Leeham Co.: The debate continues whether the next new, clean-sheet airplane will be a Middle of the Market aircraft (MOMA) or replacements for the Airbus A320 and Boeing 737 families. Along… Read More
Airbus stepping up innovation
By Bjorn Fehrm Subscription required Introduction June 6, 2016, ©. Leeham Co: In January last year I had a discussion with Airbus CEO Fabrice Bregier regarding the innovation level at Airbus. The background to the discussion was that… Read More