Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
- Does an Airbus A220-500 need a new wing and engines? May 1, 2025
- Teamsters, Boeing have a new contract April 29, 2025
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
Sizing up engine market share on the A320 family
While competition between Airbus and Boeing snares nearly all the headlines and all the “sex,” competition for engine orders is less sexy and receives less attention. Part of this is because of the increasing trend toward sole-sourcing. The… Read More
US Airways Execs talk to us about fleet plans, change fees and the AA livery
We had the opportunity to sit down for a one-on-two interview with Scott Kirby, President of US Airways, and Derek Kerr, EVP and CFO, during the annual media day. We covered labor, fleet planning, change fees and the… Read More
Odds and Ends: $500k per plane to fix 787, says FAA; China’s Airbus order
Cost of 787 fix: It will cost nearly $500,000 per aircraft to install the battery fix in the Boeing 787, documents released by the Federal Aviation Administration indicate. The actual math is $466,666. Analysts believe the 787 grounding… Read More
Odds and Ends: How Alabama won Airbus; ANA 787 test flights
How Alabama won Airbus: Bloomberg News has this story detailing how Alabama persuaded Airbus to located an A320 plant in Mobile, after losing the tanker competition. ANA to conduct 787 test flights: The Japanese airline, which currently has… Read More
Odds and Ends: Scrapping young aircraft; NTSB Battery hearing, Day 2
Aviation Week has a story about the scrapping of relatively young aircraft. There has been a long-running debate over whether the useful lives of aircraft have been shrinking. The focus has been on the Airbus A320 and Boeing… Read More
Odds and Ends: Tit for Tat; Lockheed in crosshairs of—Embraer; 787 return to service
Tit for Tat: Airbus announces a big order from LionAir. The next day Boeing announces a big order from RyanAir. Airbus has a big press day for its groundbreaking at Mobile (AL). The next day Boeing announces a… Read More
Washington State Senate budget kills Office of Aerospace; attention turns to House
The Washington State Senate budget adopted last Friday killed funding for the Office of Aerospace, which was created less than a year ago. The move was driven by the need to find more than $1bn to fund education… Read More
Single-Aisle backlog market share between the Big Two
The rivalry between Airbus and Boeing intensified in recent weeks with Airbus landing another major order from a previously exclusive Boeing customer, LionAir. Boeing announced another major order just a day later, Ryanair, retaining exclusivity with this customer…. Read More
US ExIm financing under attack again; killing it would aid Airbus
US Export-Import financing is under attack again by Delta Air Lines and Republicans. We understand why Delta is opposed. It believes that ExIm financing of Boeing aircraft to competitors puts it at an economic disadvantage. But fees charged… Read More