Leeham News and Analysis
There's more to real news than a news release.
Weekly analyst synopsis: Farnborough recap
July 20, 2016: Aerospace analysts had somewhat different takes on the commercial aviation portion of the Farnborough Air Show. This week’s analyst synopsis includes some of the analyst reports. Between now and the end of the month, earnings… Read More
Farnborough redefines the MOM sector
July 19, 2016, © Leeham Co.: If anything came out of the otherwise dull Farnborough Air Show, it was that the Middle of the Market airplane debate is as muddled as ever. Boeing didn’t launch, or even say… Read More
Airbus’ Leahy shifts a bit on MOM aircraft
Introduction Subscription Required John Leahy, Airbus COO-Customers. Airbus photo. July 14, 2016, © Leeham Co., Farnborough Air Show: Basking on an order for 30 A321LRs on the final day of the Farnborough Air Show, Airbus’ top salesman said… Read More
Pontifications: Airbus faces conundrum
July 18, 2016, © Leeham Co.: It wasn’t the dominating headline out of the Farnborough Air Show that Airbus would have preferred: a dramatic production rate cut for the slow-selling A380 from 20/yr to 12/yr from 2018. A… Read More
Boeing: Our 737 MAX product range will come to market as planned despite changes
By Bjorn Fehrm July 13, 2016, ©. Leeham Co, Farnborough Air Show: Mike Delaney, Boeing’s Vice president and General manager for Aircraft development in the Commercial Airplane division, promises unchanged delivery times despite late changes to the company’s 737 MAX… Read More
AirAsia: More and more congestion for Asian airports
By Bjorn Fehrm July 13, 2016, ©. Leeham Co, Farnborough Air Show: AirAsia Group Chief Executive Tony Fernandes said yesterday that increased congestion the group has seen for several of the airports AirAsia operates to in the Asian market motivated an… Read More
Airbus cuts A380 production to 1/mo (Update)
July 12, 2016, © Leeham Co., Farnborough Air Show: Airbus will lower the production rate of the giant A380 from 18/yr to 12/yr, effective in 2018, the company confirmed after the French newspaper La Tribune first reported the… Read More
Breaking News: Airbus cuts A380 production rate to 1/mo from 2018
July 11, 2016: La Tribune of Paris just broke a report that Airbus will cut the production rate of the A380 to 1/mo in 2018. LNC will follow shortly with our own coverage.