Leeham News and Analysis
There's more to real news than a news release.
Airbus 1H2020; “We have reached the right production level for the pandemic”
By Bjorn Fehrm July 30, 2020, © Leeham News: Airbus presented its results for the first half of 2020 today. Airbus CEO, Guillaume Faury said on the analyst call “We made a large adjustment to lower production rates… Read More
Airbus says A350 loans now WTO compliant
By Bjorn Fehrm July 30, 2020, ©. Leeham News: Airbus CEO Guillaume Faury announced Friday that it had made the A350 Repayable Launch Investment (RLI) loans fully WTO compliant, to break the deadlock in the 16-year-old fight with… Read More
Sunset of the Quads, Part 1
Subscription Required By Vincent Valery Introduction July 30, 2020, © Leeham News: British Airways announced two weeks ago that it would immediately retire its entire Boeing 747 fleet. Several other operators announced accelerated retirements of their Queen of… Read More
Applying ASC 606 to the Airbus Order Book
Subscription Required Now open to all readers. By Vincent Valery Introduction July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More
Restoring capacity with the A330ceo or A330neo, Part 6, Wrapup.
Subscription Required By Bjorn Fehrm Introduction July 23, 2020, © Leeham News: Over the last four weeks, we analyzed the venerable Airbus A330, to see if the present low fuel and lease prices make the recent A330neo version… Read More
As federal aid comes to end, small suppliers see “blood bath”
Subscription Required By Scott Hamilton Introduction July 20, 2020, © Leeham News: As the Payroll Protection Plan of the US government nears expiration, a blood bath among small suppliers is all but certain unless an extension is approved… Read More
Restoring capacity with the A330ceo or A330neo, Part 5
Subscription Required By Vincent Valery Introduction June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More
Restoring capacity with the A330ceo or A330neo, Part 4
Subscription Required By Bjorn Fehrm Introduction July 9, 2020, © Leeham News: Last week, we started the analysis of restoring capacity with the Airbus A330-300 or the A330-900 when reopening international traffic after the COVID-19 lockdown. As we… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More