Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
Hazy has deal to buy ILFC
Bloomberg News has a story quoting the head of mega-lessor saying he has a deal to buy International Lease Finance Corp. from insurance giant AIG. ILFC is the largest customer of Airbus and Boeing. It owns and manages… Read More
Boeing and the Southern strategy?
Steve Wilhelm of the Puget Sound Business Journal (Seattle) has a long story about Southern states “eyeing” Boeing in the wake of the IAM strike. Speculation has been rampant (in peaks and valleys) that Boeing might be fed… Read More
Delta to buy from Boeing–and Airbus
James Wallace today confirmed what we predicted from the get-go when Delta Air Lines and Northwest Airlines announced its merger months ago: that Delta, long a solid Boeing customer, will buy from Airbus. Wallace is the aerospace writer… Read More
Airbus, Boeing news from around the world
Update, November 6: 2:40 PM PST: Boeing is to make its contract offer to SPEEA today, with plans to conclude talks next week. Armed Forces Journal: We wrote this article for this magazine’s November issue taking a look… Read More
Bad news for Northrop?
With Pennsylvania Congressman John Murtha (D-Foot-in-Mouth) suddenly in danger of defeat in Tuesday’s election after calling his constituents racist and rednecks, Norm Dicks (D-Boeing/Washington) is in line to succeed Murtha as chairman of the House Appropriations Committee. This… Read More
ILFC gets $5.7bn in financing
Mega-lessor International Lease Finance Corp. (ILFC) obtained a $5.7 billion commercial paper financing via the Federal Reserve Bank Commercial Paper Funding Facility. This just goes to show what government ownership can do for you, after all. ILFC, of… Read More
US Airways delays A350 one year
Our colleague at Flight Global, Mary Kirby, writes for Air Transport Intelligence (we write for Flight’s Commercial Aviation Online) that US Airways will defer its A350 deliveries by one year. This story is on the free site at… Read More
Obama considers dual tanker buy
The US Air Force AIM online newsletter reported October 24 that presidential candidate Barack Obama is considering a dual tanker purchase. The article is here. The same publication has another story quoting a retired general as saying delaying… Read More
Corporate Website updated 10/21
This week we take a look at the complaints filed against Airbus and Boeing at the WTO. Decisions were expected months ago–where are these? Check this comment out at our Corporate website. We also talk about the shrinking… Read More
Airbus unshaken: WSJ
Update, October 15: Bloomberg reports that Airbus is scaling back plans to increase production of the A320 and A330 lines. Here is the story. This prompts us to highlight an item in The Wall Street Journal piece below:… Read More