Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- 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
Boeing welcomes COMAC competition as Asia-Pacific demand soars
Subscription Required By Leeham News Team April 15, 2025, © Leeham News: Boeing sees long-term growth potential in the Asia-Pacific commercial market, but the company also acknowledges that China’s domestically produced COMAC C919 poses a credible challenge in… Read More
Boeing eyes tariff risks
Subscription Required By the Leeham News Team April 7, 2025, ©. Leeham News: Escalating global trade tensions stemming from newly announced U.S. tariffs could ripple through Boeing’s intricate supply chain and potentially disrupt aircraft production, a senior executive… Read More
Airbus still struggles to deliver planes on time
Subscription Required By Scott Hamilton March 24, 2025, © Leeham News: Airbus continues to struggle to deliver commercial airliners to customers on time, with the A320neo and A350 families now sold out into the early 2030s. Customers complain… Read More
Pontifications: Southwest’s core problems are not solved by business model changes-yet
March 19, 2025, © Leeham News: I’ve been reading hand-wringing opinion pieces in recent weeks—especially last week—about the changes at Southwest Airlines. Beginning with its first layoffs in its 50+ years of 1,700 headquarters staff through last week’s… Read More
Rolls-Royce’s remarkable turnaround
Subscription Required By Karl Sinclair March 13, 2025, © Leeham News: Boeing should take note. In fairly short order, engine OEM Rolls-Royce (RR), under the stewardship of CEO Tufan Erginbilgic, has turned the corner. The company put a… Read More
JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market
By Scott Hamilton Subscription Required JetZero Z4 commercial BWB and USAF tanker concepts. Credit: JetZero. Feb. 10, 2025, © Leeham News: There will be a surge in aircraft replacement requirements as today’s Airbus A320neos and Boeing 737 MAXes… Read More
Updates 1 and 2: Key reason for Jeju 2216’s tragedy: the airport localizer construction and location
Update, Dec. 30: Reuters published this graphic, which is superb and self-explanatory. The full story is here. Update 2. Dec. 31: A new Reuters article has some important detail about the location of the localizer vis-a-vis the runway… Read More
Global instability poses questions for aerospace industry
By the Leeham News Team Dec 9, 2024, © Leeham News: The global aerospace sector is facing significant uncertainty as geopolitical tensions, including trade disputes and security concerns, weigh heavily on sections of the industry. China Southern Airlines… Read More
Engineering, Innovation is our DNA: Embraer
Subscription Required By Scott Hamilton Nov. 25, 2024, © Leeham News: Embraer’s revenues may be small compared to Airbus and Boeing. Luis Carlos Affonso. Credit: Embraer. But “under the hood,” the company is, in many respects, more innovative… Read More
No changes to US labor Scope Clauses for indefinite future, says Embraer
Subscription Required By Scott Hamilton Nov. 22, 2024, © Leeham News: Embraer doesn’t see any changes in the US airline labor contract Scope Clause for the foreseeable future. This means that the E175-E1, equipped with previous generation engines,… Read More