Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
Airbus 9 months 2022 results: Widebody demand picking up
By Bjorn Fehrm October 28, 2022, © Leeham News: Airbus presented its results for the first nine months of 2022 today. Airbus’ problem is how to fulfill demand as the supply chain is still recovering from COVID. The… Read More
Pontifications: Two sentences described Boeing’s last two years
Oct. 24, 2022, © Leeham News: The question to Boeing CEO David Calhoun was put in levity. His response was telling. Susanne Clark, the president of the US Chamber of Commerce, noted before last month’s Aerospace Summit that… Read More
Engine Development. Part 7. Engine reliability changes the aircraft market
Subscription Required By Bjorn Fehrm Introduction September 29, 2022, © Leeham News: The 1970s saw the introduction of the High Bypass engine for the medium/long range Boeing 747, Douglas DC-10, and Lockheed Tristar, with Airbus A300 employing an… Read More
The Airbus and Boeing market outlooks, Part 2
Subscription Required By Vincent Valery Introduction Credit: Leeham Company LLC Sept. 19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels… Read More
The Airbus and Boeing market outlooks, Part 1
Subscription Required By Vincent Valery Introduction Sept. 12, 2022, © Leeham News: Airbus and Boeing published their updated 2022-2041 commercial aircraft outlooks ahead of the July Farnborough Air Show. Unsurprisingly, both OEMs saw robust demand for the next… Read More
HOTR: Could airport caps lead to 777X success?
Sept. 6, 2022, © Leeham News: Will Europe’s airport passenger caps ultimately save the Boeing 777X? Sometimes it’s more important to be lucky than it is to be good. It may be purely speculative, but Boeing may well… Read More
Pontifications: Some customers face 3 month delays in current 737 MAX delivery stream
Sept. 5, 2022, © Leeham News: Boeing has been delivering 737s from its stored inventory and its new production line more slowly than desired. Some customers face a three-month delay, even as Boeing tries to return to normalcy… Read More
Boeing prepares to swap engines from MAX inventory to new production
Subscription Required By Scott Hamilton Aug. 15, 2022, © Leeham News: Boeing CEO David Calhoun says the company won’t build 737 gliders. That’s what airplanes are called as they exit final assembly without engines. The mitigation ironically comes… Read More
Bjorn’s Corner: Sustainable Air Transport. Part 32. Mixed architectures, Part 2.
August 12, 2022, ©. Leeham News: Last week, we looked at two eVTOLs that don’t fit the terminology we use; Multicopters, Vectored thrust, or Lift and Cruise, the Vertical VX4, and the Archer Maker. We look at Airbus’… Read More
The industries’ CASM trap
Subscription Required By Bjorn Fehrm Introduction August 11, 2022, © Leeham News: The airliner world measures efficiency in CASM, Cost per Available Seat Mile, and RASM, Revenue per Available Seat Mile. An airliner with more seats then has… Read More