Leeham News and Analysis
There's more to real news than a news release.
Boeing on path to surpass Airbus in single-aisle production
Note: This has updated information from its distribution to our e-newsletter recipients a week ago. Boeing is on a path to overtake Airbus in producing single-aisle aircraft by the end of this decade. In the hotly contested single-aisle… Read More
What order bubble?
Following the Farnborough Air Show last month, media and some aerospace analysts once again began asking the question: is the order bubble done? We retort by saying, “What order bubble?” We have been hearing since 2008 if the… Read More
Odds and Ends: Boeing discounting; A380 analysis; A320neo LEAP
Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More
Overlooked possibilities for the A330neo
There are overlooked possibilities for the Airbus A330-800 and A330-900 New Engine Options. What, you may ask, are these? The A330neo might give new life to the poor-selling A330-200F program and, perhaps more importantly better position Airbus to… Read More
Can the A350-800 rise out of its own ashes, like the Phoenix?
The announcement last week that Hawaiian Airlines swapped its order for six Airbus A350-800s for the A330-800neo isn’t a particular surprise, although we thought HA might issue an RFP and open the competition for Boeing. That it did… Read More
Airbus Group, first half results 2014
Airbus Group (before EADS) reported 1H 2014 results yesterday against the backdrop of an eye-catching cancellation (Skymark A380). Overall it was a report which showed solid progress in making the former EADS a homogenous, modern industrial group managed… Read More