Enhancing the Dreamliner, Part 5: 787-10

Subscription Required By Vincent Valery Introduction   Nov. 5, 2020, © Leeham News: After analyzing the 787-9, we now turn our attention to the last Dreamliner variant that entered into service, the -10. The 787-10 was developed as a… Read More

Pontifications: Certification timing may push EIS for 777X

Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… Read More

Airbus stopped consuming cash in 3Q2020

October 29, 2020, © Leeham News: Airbus announced its third-quarter 2020 financial results today. It has achieved convergence of production and deliveries by delivering 145 aircraft in the quarter and 341 since the start of the year. It… Read More

Key Airbus, Boeing supplier sees recovery in 2022

By Scott Hamilton Oct. 28, 2020, © Leeham News: A key supplier to Airbus and Boeing believes there will be a “significant upturn” in passenger traffic and aircraft demand in 2022, well before consensus. Hexcel provides composites and… Read More

Twin Aisle Deliveries: The Good, the Bad, and the Ugly

Subscription Required By Vincent Valery Introduction   Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More

HOTR: Rolls 787 engine orders tank last 5 year

By the Leeham News team Sept. 29, 2020, © Leeham News: Engine orders for Rolls-Royce on the Boeing 787 tanked in the last five years—pre-COVID. An analysis reveals that over this period, Boeing booked 952 orders for 787…. Read More

A lost decade for aircraft manufacturers, suppliers

Subscription Required Now open to all Readers Introduction By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as… Read More

Twin-aisle leasing market challenges

Subscription Required By Vincent Valery Introduction   Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More

R&D spending at Boeing plunges; Airbus yet to kick in

Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More

COVID production rates “firm” up

By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More