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
Government R&D for A350 wing
The Financial Times reported today (May 15) that the UK government will help fund the research and development for the composite wing for the Airbus A350. An excerpt: Aerospace groups are joining forces with the government and regional… Read More
UA-US, DL-NW, Boeing-Airbus
Richard Aboulafia, Addison Schonland and Scott Hamilton discuss the winners (or not) between Airbus ands Boeing in the potential tie-up between United Airlines and US Airways and Delta and Northwest in this 15 minute podcast by AirInsight. (Subscription… Read More
EADS profits on increased production
EADS, parent of Airbus, reported a stronger-than-expected profit on higher production at its principal subsidiary. The details may be found in this AP story. A couple of take-aways: This better performance, despite the worries over the dollar-Euro exchange… Read More
Airbus revises downward A380 deliveries
It’s official: new delivery schedule for the A380 shows fewer than planned for this year and next. A 43 minute webcast on the press conference is available at www.eads.com. Here’s the Airbus PR: Airbus has completed the A380… Read More
Clarity on the A380 delays, sort of
With conflicting news reports over did the letters Airbus sent to customers specifically refer to potentially new delivery delays in the A380 program or not, we today spoke to one of the airlines at the center of the… Read More
Enders transcript on A380 issues
Here is the portion of the German interview with Airbus CEO Thomas Enders concerning the A380 situation. “MB” is the German reporter; “TE” is Thomas Enders. The transcript was made available by Airbus. MB: Good Mood you could… Read More
Leeham website updated wk/May 6
Our Corporate website has been updated with commentary and links to news articles. This week we put some perspective into the recent stories about potentially new A380 delays and the reports of new delays for the Boeing 787…. Read More
Emirates, Ethiad say A380 delays now possible
Emirates Airlines, which has ordered more Airbus A380s than any other carrier, says it has been notified by Airbus that new delivery delays next year are possible. Here is the story. Ethiad Airlines says the same thing in… Read More
More delays for 787, A380: German magazine
Reuters picked up a report from a German magazine saying Boeing and Airbus are notifying customers of new delays in the 787 and A380 programs. Here’s the report; we’ll try for comment ourselves. New, 1045 AM PDT: Reuters… Read More
A380 lease rates
Commercial Aviation Online (CAO), the subscription-based news service owned by the company that owns Flight International, Airline Business and other publications, reports that Singapore Airlines completed financing of its third Airbus A380 with a lease structure in Europe…. Read More