Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
A330 vs 787
Another in the continuing reports from the Airbus Innovation Days…. Airbus provided an A330/A340 market update during its Innovation Days presentations in Hamburg earlier in May. The A340 has become irrelevant to the new airplane market, with only… Read More
A350 vs 787, 777
Another in a series of the Airbus Innovation Days in Hamburg, Germany, earlier this month…. Airbus predicted that the A350 will capture 50% of the medium twin-aisle market forecast of 5,900 aircraft over the next 2o years, company… Read More
USAF regains tanker competition
Update, May 28: Three KC-767Js are now operational with the Japanese Defense air force. The fourth and final tanker has yet to be delivered. Update, May 26: India reportedly has decided to buy the KC-330 MRTT. It’s widely… Read More
Oil doubles, it’s good for Airbus and Boeing
The price of oil has doubled off its low of only a few months ago, closing Friday (May 23) at around $61bbl. This is actually good news for Airbus and Boeing (and Bombardier and Embraer) as these companies… Read More
777 answer to A350
Flight International has a May 14 story we’ve just seen (we were out of town) about Boeing’s possible response to the Airbus A350-1000. This may be found here. The most interesting thing to us is the timeline: within… Read More
A320 v 737
We’re back from two days at Airbus for its Innovation Days presentations, and the timing couldn’t have worked out better. Less than two weeks before we attended Boeing’s 737 enhancements day, followed by the 787 update day. Both… Read More
Enders on “internationalization”
Tom Enders, the CEO of Airbus, vowed to continue “internationalization” of its production while protecting intellectual property rights and avoiding Boeing’s mistakes with the 787 program. Speaking to a small group of the 90 journalists attending the Airbus… Read More
Airbus sees recovery in 2010
Airbus officials see a recovery in the global economy and passenger traffic next year, they said this week at the Airbus Innovation Days in Hamburg. We were among about 90 journalists to attend the event, formerly known as… Read More
Production assessment, Round 3
Some interesting items came out of the Boeings 1Q09 earnings call yesterday (April 22) with regard to production and deferrals. Oversales of the 737 have been a key element in Boeing being able to maintain current production levels… Read More
More on the funding gap
A Calyon bank official said at the annual Airfinance Journal conference that Airbus and Boeing may have to increase funding more than the companies expected this year because the funding gap is larger than thought. This Bloomberg story… Read More