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
A380 has, A350 will have lithium-ion batteries
Focus on the Boeing 787’s mishap last Monday comes, naturally, on the fire involving the lithium-ion battery. The battery, or Li-ion for short, is considered hazardous in many applications and in air cargo shipping. Two Boeing 747-400 cargo… Read More
American to decide on merger Jan. 9, Bloomberg says
American Airlines’ Board of Directors will meet on Jan. 9 to decide whether to merge with US Airways, according to this report by Bloomberg News. The outcome, of course, has ramifications beyond those employees of both airlines. These… Read More
Odds and Ends: Picking up an A380; testing the 787; VLA backlogs
Picking up an A380: No, it’s not about lifting one. It’s taking delivery of one. CNN International Travel has this story about the delivery process. It’s not what you’d think would be your usual story from a travel… Read More
EADS Investors Day–Analysts reports
EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More
Airbus’ A330 improvements aimed at maintaining market position vs 787
Airbus last week announced additional gross weight upgrades and improvements to the A330-200/300 that increase range and reduce fuel burn. Aviation Week has this story about the enhancements. This is the latest in a series of improvements taking… Read More
Odds and Ends: Air France v Rolls-Royce for A350; Virgin America rejigs; Last A340s sold; Heading South with SPEEA
Air France v Rollsr-Royce: The saga continues-see this Bloomberg story. We understand there is more to it than just maintenance. Rolls wants AF to order the Trent 1000 for the 787 order, too. Virgin America: This airline, headquartered… Read More
EADS announces earnings: depressed by A380 wing costs, a US customer Ch 11 and political issues
Not a good day for EADS and Airbus: Reuters: Spat with Germany affects cash position BBC: Hawker Beechcraft bankruptcy costs Airbus Washington Post: A380 wing fix costs EADS; A350 program “challenging”