Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
Airbus 9 month 2024 results: Inventory build-up for Q4 and Space Business lowers results
By Bjorn Fehrm October 30, 2024, © Leeham News: Airbus has presented its results for the first nine months of 2024. The operational result (EBIT Adjusted) is €0.8bn lower than in 9M2023, caused by an inventory increase of… Read More
How Boeing’s actions affect Products, Airbus: Analysis (Update)
Updated Oct. 12 with new and clarifying information. By Scott Hamilton Oct. 11, 2024, © Leeham News: Boeing’s late announcement today of a 10% company-wide layoff of its 170,000 leaves a lot of questions. Boeing managers were told… Read More
Bjorn’s Corner: New engine development. Part 26. New versus old, Trent 1000 vs. XWB
September 27, 2024, ©. Leeham News: We do an article series about engine development and why it has longer timelines than airframe development. It also carries larger risks of product maturity problems when it enters service than the… Read More
Boeing’s shareholders: which do you prefer? Dilution or bankruptcy?
By Scott Hamilton Sept. 23, 2024, © Leeham News: A Wells Fargo analyst calculated The Boeing Co. might have to issue 190 million shares of stock to get itself out of the financial mess it’s in. At the… Read More
The A330neo for medium haul or twice the frequency with A321XLR? Part 3
Subscription required By Bjorn Fehrm September 19, 2024, © Leeham News: We examine the high-volume short-to-medium-range market and check whether a route previously reserved for the Airbus A330 can be flown with a fleet of A321XLRs. At equal… Read More
The A330neo for medium haul or twice the frequency with A321XLR? Part 2
Subscription required By Bjorn Fehrm September 12, 2024, © Leeham News: We examine the high-volume short-to-medium-range market and check whether a route previously reserved for the Airbus A330neo can be flown with a fleet of A321XLRs. At equal… Read More
To what extent can the A321XLR replace the Boeing 757, Part 4
Subscription required By Bjorn Fehrm August 1, 2024, © Leeham News: We are comparing the Airbus a321XLR to the Boeing 757 to understand to what extent it can replace the 757 on the longer routes it operates for… Read More
Boeing, Embraer differ on the future of upgauging
By Judson Rollins Introduction July 30, 2024, © Leeham News: Embraer’s new 20-year Market Outlook, released during the Farnborough Air Show, forecasted the demand for jets with more than 150 seats for the first time. This comes as… Read More
Rolls-Royce aims to shorten hydrogen program pace
By the Leeham News Team July 25, 2024, © Leeham News, Farnborough Air Show: Rolls-Royce is calling in data specialists Tata Consultancy Services (TCS) to help speed up the development of its hydrogen program, with the help of… Read More
Customer interest in Open Fan increasing, says GE
By Scott Hamilton July 25, 2024, © Leeham News: GE Aerospace advances testing and market information with its RISE Open Fan engine, which officials say is the best hope for reducing carbon footprints in the next decade. RISE… Read More