Leeham News and Analysis
There's more to real news than a news release.
Boeing sees 4% increase in aircraft demand in next 20 years
Boeing forecasts a demand for 36,770 new airplanes during the next 20 years, an increase of 4.2%, in its Current Market Outlook. The value of this demand, which covers the entire commercial aviation line from regional jets and… Read More
Airbus Innovation Days, Part 4: A330neo announcement at Farnborough not a sure bet; CEO questions market forecast
Bregier sees hundreds, not 1,100-1,200, market potential for A330neo–perhaps not enough to justify program. A330neo needs to match operating cost of 787-8, officials say. New engines will up maintenance costs. Airbus officials say they are still evaluating whether… Read More
Airbus Innovation Days, Part 2: No order bubble and a lot more
Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More
Odds and Ends: Airbus’ Enders; A320neo; Ex-Im Bank; Delta vs Alaska
Airbus’ Enders: Airbus Group CEO Tom Enders muses about what he will do when his current term ends in two years. He might seek another three year term as CEO or he could move on. In the Byzantine… Read More
Airbus Group beats expections for first quarter results
Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More
Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment
Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More
No stress on the order backlog, says Airbus at ISTAT
Airbus doesn’t see any “stress” in its aircraft order backlog, or “skyline,” says Andrew Shankland, senior vice president of leasing markets from the European manufacturer. Shankland spoke with us at the annual meeting of the International Society of… Read More