Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable
May 1, 2025, © Leeham News in Toulouse: Airbus CEO Guillame Faury and CFO Thomas Toepfer presented the Airbus 1Q2025 results yesterday. All Airbus divisions performed to plan, producing a group EBIT Adjusted of 0.6bn Euro. The company… Read More
Pontifications: Southwest’s core problems are not solved by business model changes-yet
March 19, 2025, © Leeham News: I’ve been reading hand-wringing opinion pieces in recent weeks—especially last week—about the changes at Southwest Airlines. Beginning with its first layoffs in its 50+ years of 1,700 headquarters staff through last week’s… Read More
Airbus 2024 results: “A decent year in a challenging environment”.
By Bjorn Fehrm February 20, 2025, © Leeham News in Toulouse: The headline uses the words of Airbus CEO Guillame Faury when he opened the presentation of Airbus 2024 results in Toulouse today. It was a session where… Read More
JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market
By Scott Hamilton Subscription Required JetZero Z4 commercial BWB and USAF tanker concepts. Credit: JetZero. Feb. 10, 2025, © Leeham News: There will be a surge in aircraft replacement requirements as today’s Airbus A320neos and Boeing 737 MAXes… Read More
Engineering, Innovation is our DNA: Embraer
Subscription Required By Scott Hamilton Nov. 25, 2024, © Leeham News: Embraer’s revenues may be small compared to Airbus and Boeing. Luis Carlos Affonso. Credit: Embraer. But “under the hood,” the company is, in many respects, more innovative… Read More
No changes to US labor Scope Clauses for indefinite future, says Embraer
Subscription Required By Scott Hamilton Nov. 22, 2024, © Leeham News: Embraer doesn’t see any changes in the US airline labor contract Scope Clause for the foreseeable future. This means that the E175-E1, equipped with previous generation engines,… Read More
Ortberg taps Mulally, Conner about Boeing’s recovery
By Scott Hamilton Nov. 8, 2024, © Leeham News: When Kelly Ortberg assumed the chief executive’s slot at the ailing Boeing Co., he knew the company well as an outsider. Ortberg had been CEO of Rockwell Collins, a… Read More
Airbus looks to larger A220, insists not a threat to A320
Subscription Required By Leeham News Team Nov 4, 2024, © Leeham News: Airbus sees potential for an up-gauged A220 aircraft, but that would not pose a threat to the future viability of the A320 family, the company’s SVP… Read More
Five years to produce 737s at 50/mo, consultancy predicts
Subscription Required By Scott Hamilton Oct. 31, 2024, © Leeham News: When Boeing held its first investors day since 2018 in November 2022, then-CEO David Calhoun projected that the production rate for the 737 would be 50/mo sometime… Read More