Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Repairs begin on Ethiopian 787; WTO appeals; CSeries update
Ethiopian 787: Remember that Boeing 787 fire at London Heathrow Airport some months back? It seems that Ethiopian Airlines, the owner, and Boeing, have finally reached agreement on how to fix the airplane–but nobody is saying how, according… Read More
757, 737-900ER/9 MAX, A321 replacement should be the next new airplane
The Boeing 757 doesn’t have a true replacement. The Airbus 321neo and Boeing 737-9 fall short. The 9 MAX doesn’t measure up to the A321neo. Boeing has to move toward a program to replace the 757 and the… Read More
Odds and Ends: Supply chain demands; Southwest hints?; Retrospective on A320/737 replacements
Supply chain demands: Earlier this week, we talked about the prospect of production wars as Airbus and Boeing ramp up over the next five years, combined with the new entrants and the new offerings from Bombardier and Embraer…. Read More
Odds and Ends: ANA, Airbus and Boeing; Era of the jumbo jet; Repo wars
ANA to stay with Boeing? After losing Japan Airlines to Airbus, analysts are split over whether ANA will also defect. Some say JAL’s order will give ANA cover to defect. Others say JAL’s order will increase the pressure… Read More
Low Cost Carriers dominate Top 10 single aisle customers at Airbus, Boeing
Low Cost Carriers (LCCs) dominate the backlog of the Top 10 single-aisle customers for Airbus and Boeing, data from the two OEMs show through August. The importance of LCCs to the OEM backlogs has been increasing during… Read More
Airbus sequence shift of A350s coming, reports customer. Airbus says ‘no’
Airbus will likely shift the sequence of the entry-into-service of the A350, a customer tells us. Other sources report the same, with another customer calling the prospect of a shift “inevitable.” A tantalizing clue may have come from… Read More
Analyzing A350 backlog: special to Leeham News and Comment
Special to Leeham News and Comment: Vinay Bhaskara of Aspire Aviation has provided the following analysis of the A350 XWB sales, on a variety of metrics, exclusively to us. Analyzing the A350 Backlog With the recent order for… Read More