Leeham News and Analysis
There's more to real news than a news release.
Engineering, Innovation is our DNA: Embraer
Subscription Required By Scott Hamilton Nov. 25, 2024, © Leeham News: Embraer’s revenues may be small compared to Airbus and Boeing. Luis Carlos Affonso. Credit: Embraer. But “under the hood,” the company is, in many respects, more innovative… Read More
No changes to US labor Scope Clauses for indefinite future, says Embraer
Subscription Required By Scott Hamilton Nov. 22, 2024, © Leeham News: Embraer doesn’t see any changes in the US airline labor contract Scope Clause for the foreseeable future. This means that the E175-E1, equipped with previous generation engines,… Read More
Ortberg taps Mulally, Conner about Boeing’s recovery
By Scott Hamilton Nov. 8, 2024, © Leeham News: When Kelly Ortberg assumed the chief executive’s slot at the ailing Boeing Co., he knew the company well as an outsider. Ortberg had been CEO of Rockwell Collins, a… Read More
Airbus looks to larger A220, insists not a threat to A320
Subscription Required By Leeham News Team Nov 4, 2024, © Leeham News: Airbus sees potential for an up-gauged A220 aircraft, but that would not pose a threat to the future viability of the A320 family, the company’s SVP… Read More
Five years to produce 737s at 50/mo, consultancy predicts
Subscription Required By Scott Hamilton Oct. 31, 2024, © Leeham News: When Boeing held its first investors day since 2018 in November 2022, then-CEO David Calhoun projected that the production rate for the 737 would be 50/mo sometime… Read More
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