Leeham News and Analysis
There's more to real news than a news release.
Airbus’s orders at risk
Subscription Required By Judson Rollins Introduction Feb. 19, 2023, © Leeham News: After last week’s release of Airbus’s 2023 financial results, we undertake our annual analysis of at-risk deals on the OEM’s books. Airbus has outstanding orders from… Read More
Boeing’s orders and deferred production costs: a deeper look
Subscription Required By Judson Rollins Introduction Feb. 5, 2023, © Leeham News: After last week’s release of the 2023 annual report for Boeing, we undertake our annual analysis of at-risk deals on the OEM’s books. This year, we… 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
Regional Aircraft production
Subscription Required By Vincent Valery Introduction Nov. 22, 2021, © Leeham News: Last week, LNA looked at Airbus and Boeing’s planned twin-aisle production rates. We now turn our attention to production rates in the regional aircraft market. The… Read More
An Update on Airbus, Boeing Orders at Risk
Subscription Required By Vincent Valery Introduction Aug. 16, 2021, © Leeham News: As a result of the COVID-19 pandemic and delays in the re-certification of the 737 MAX, Boeing lost a large number of 737 MAX orders in… Read More
Exclusive: Boeing shifts 118 777 orders to “iffy” under accounting rule; 191 firm orders remain
By Scott Hamilton and Vincent Valery Feb. 1, 2021, © Leeham News: There are now just 191 firm orders for the Boeing 777X. Boeing last week reclassified 118 777X orders from firm to iffy (LNA’s term) due to… 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