Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Airbus ponders A330neo MRTT, Boeing ponders KC-46A re-engine November 28, 2023
- Preview of Rolls-Royce Capital Markets Day November 27, 2023
- Bjorn’s Corner: New aircraft technologies. Part 39. Production November 24, 2023
- Further developments of the A321, Part 6 November 23, 2023
- Risk-Adjusted Business November 21, 2023
Further developments of the A321, Part 6
Subscription required By Bjorn Fehrm November 23, 2023, © Leeham News: We do an article series about what can be the subsequent development for Airbus’ most popular aircraft, the A321neo. We looked at different changes to the aircraft… Read More
Boeing beats Airbus in order tallies at Dubai Airshow thanks to widebody jetliner demand
By Dan Catchpole Subscription Required Nov. 20, 2023 © Leeham News: Boeing dominated the Dubai Airshow, racking up 313 orders—232 firm and 81 non-firm. Meanwhile, Airbus garnered only 86 orders, as of Friday, the last day of the… Read More
Airbus eyes carbon capture to broaden its eco arsenal
Subscription Required By Gordon Smith November 20, 2023, © Leeham News: Airbus’ flagship decarbonization initiative appears to be gaining momentum. The European OEM is betting big on Direct Air Carbon Capture and Storage (DAC) next-generation facilities that remove… Read More
Further developments of the A321, Part 5
Subscription required By Bjorn Fehrm November 16, 2023, © Leeham News: We have done an article series about what can be the subsequent development for Airbus’ most popular aircraft, the A321neo. We looked at different changes to the… Read More
Has Airbus pinned too much of its hopes on LCC growth?
Subscription Required By Judson Rollins November 14, 2023, © Leeham News: Much ink has been spilled over the bad – and increasingly worse – year for America’s low-cost carriers or LCCs. Frontier, JetBlue, Southwest, and Spirit have all… Read More
Spirit Focused on Delivering On Time and At Quality
By Dan Catchpole Subscription Required Nov. 6, 2023, © Leeham News: Spirit Aerosystems’ new CEO Pat Shanahan’s focus right now is “to restore confidence in the company” with its biggest customers—Airbus and Boeing. During a Nov. 1st conference… Read More
Howmet Aerospace Exhibits Strong Revenue Growth Driven By Commercial Aerospace, Girds For OE Rate Increases
Subscription required By Chris Sloan Nov. 1, 2023, © Leeham News : Howmet Aerospace reported third-quarter revenues of $1.66bn, up 16% year over year, primarily driven by growth in commercial aerospace of 23%. Overall, the company achieved an… Read More
Safran revenues take flight, but supply chain woes persist
Subscription Required By Gordon Smith Oct 31, 2023, (c) Leeham News: Robust demand in the civil aftermarket sector has helped propel Safran Group’s Q3 2023 revenues upwards. The French firm shared its latest sales results on October 27… Read More
Further developments of the A321, Part 4
Subscription required By Bjorn Fehrm October 26, 2023, © Leeham News: We do an article series about what can be the next development for Airbus’ most popular aircraft, the A321neo. We looked at a minimal makeover in Part… Read More
Risk Adjusted Business for leasing aircraft
By William Loh, International Aviation Advisors and Dr. David Yu, CFA, Senior ISTAT Appraiser, AAVA Group, NYU Shanghai and Stern Oct. 17, 2023, © Leeham News: We have seen over many years that mainstream commercial aircraft are attractive… Read More