Leeham News and Analysis
There's more to real news than a news release.
ILA Berlin Air Show begins tomorrow
The ILA Berlin Air Show begins tomorrow. The Air Show is a poor cousin to the Farnborough Air Show (July this year) and the Paris Air Show (in odd-numbered years). We went to this show in 2006 and… Read More
EU may challenge 777X tax breaks from Washington State
Reuters is reporting that the European Union may challenge the $8.7bn in tax breaks Washington legislators voted to grant Boeing in return for locating assembly of the 777X and its wing in the state. Readers know we worried… Read More
Airbus Group beats expections for first quarter results
Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More
Boeing’s approach in creating the passenger experience
The Puget Sound Journal has this story from a Boeing briefing last week detailing how Boeing will try and replicate at least some of the 787 cabin features into the forthcoming 777X. In what could be one of… Read More
Logical conclusions: Airbus wide-body decisions
A330 programme. The long range programme presents no new challenges. However, managing the order book beyond 2016 becomes more challenging due to competition from A350 XWB and Boeing 787. —From the Airbus Group 2013 Annual Report We have… Read More
Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment
Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More
757 replacement not in the cards any time soon
The unexpected attention earlier this month on the prospect of a Boeing 757 replacement, possibly in the form of a 777X-style concept of composite wings and wingbox, new engines and some system upgrades, brings into focus the Boeing… Read More