Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Five for Five: Air India crash points to systemic problems at Boeing that CEO Ortberg must fix June 15, 2025
- Airbus sees Boeing as medium-term competitor, with Comac next June 14, 2025
- Boeing bullish on 20-year forecast, despite short-term headwinds June 14, 2025
- Embraer’s 20-year market forecast under 150 seats: fewer turboprops, jets about the same June 14, 2025
- Airbus Canada CEO: Airbus is here to stay in Canada June 14, 2025
Airbus fights delivery challenges on several fronts
By Bjorn Fehrm October 31, 2018, ©. Leeham Co: Airbus announced 3Q 2018 results today. The company is wrestling with delivery problems for several of its aircraft programs. Its inventory of finished aircraft which can’t be delivered has increased… Read More
Airbus’ disadvantages in widebody campaigns
Subscription Required Introduction Oct. 29, 2018, © Leeham Co.: Airbus faces a key disadvantage when it comes to winning current wide-body campaigns against Boeing. The disadvantage is entirely out of its control. It’s not about whether the A330neo… Read More
Pontifications: Engines, engines, engines
Oct. 29, 2018, © Leeham Co.: Engines, engines, engines. News emerged last week that Rolls-Royce admitted its continuing problems with the Trent 1000 that powers the Boeing 787 now bled over to the Trent 7000. RR will fall… Read More
How useful is an NMA, Part 3
By Bjorn Fehrm Subscription Required Introduction October 25, 2018, © Leeham News.: Last week we looked at the trans-Atlantic capabilities for a Boeing NMA. We could see West Europe to East US worked fine, but then it quickly… Read More
Boeing’s growing 777X challenge
Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More
Pontifications: Market Intelligence from NY
Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More
How useful is an NMA, Part 2
By Bjorn Fehrm Subscription Required Introduction October 18, 2018, © Leeham News.: Last week we started an article series which analyzes how useful a Boeing NMA will be for medium to long-haul flights in different markets. We first… Read More
Boeing’s transition in supply chain management aims to save hundreds of millions of dollars
Subscription Required Now open to all readers. Introduction Oct. 8, 2018, © Leeham News: As Boeing moves toward more automation, digital twins and 3D printing to streamline manufacturing and reduce costs, behind the scenes another major initiative has… Read More
Pontifications: Amazon’s quiet plans to grow its airline
Oct. 8, 2018, © Leeham News: Amazon, the giant on-line retailer, continues to move quietly to expand its Amazon Air cargo carrier, with plans to grow the airline to a size that could rival FedEx, market sources tell… Read More