Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: More from the Airbus Innovation Days
We have some follow-up to our trip last week to the Airbus Innovation Days: A350 Program: Aviation Week has this article about the A350 program, noting that the A350-800 seems to be suffering from from benign neglect. A350… Read More
Airbus Innovation Days: synopsis of a lot of stuff
We’ve been at the Airbus Innovation Days in Toulouse, with about 200 others from around the globe. Here are some highlights: A380 wing rib issues: As reported previously in various media, Tom Williams, EVP-programs, outlined the issues with… Read More
Comparing Neo, Ceo, NG and MAX
As Airbus and Boeing battle for orders for the current generation A320 and 737 families and for the re-engined models, comparisons between the four sets of aircraft has been difficult to come by. Furthermore, with Boeing continuing to… Read More
Wells Fargo estimates Southwest paid base price $34.7m for MAX
In a new research note issued today, Wells Fargo estimates that Southwest Airlines paid a based price of $34.7m each for the Boeing 737-8 MAX. The investment bank published the following table, followed by the text: Prior to… Read More
Odds and Ends: A380 & other Airbus tidbits; “SC-787-1” to be airborne soon
A380 & other Airbus tidbits: Aviation Week has this article about the latest on A380 wing cracks in the L brackets, along with some information on the A350 program, A330 production rates, a comment on the price war… Read More
Airbus, Boeing accuse each other of price war; what’s the real story?
We find this very interesting: Boeing says Airbus is engaged in predatory pricing on the A320. Airbus says Boeing is engaged in a price war. What’s the truth? It seems to us that orders might tell the story…. Read More
Odds and Ends: Lufthansa on 747-8I vs A380; ExIm deal reached; not quite, Dan Rather
747-8 vs A380: While Boeing and Airbus engage in a long-running and unseemly war of words about whether the 747-8I is more economical than the A380–and each accuse the other of playing fast and loose with the data–the… Read More