Leeham News and Analysis
There's more to real news than a news release.
Bjorn’s Corner: The challenges of airliner development. Part 8. Transport category rulings.
June 18, 2021, ©. Leeham News: We continue our discussion about the Transport Category (FAA Part 25) certification rules. Last week we talked about how much tougher the birdstrike protection is for Part 25. Now we look at… Read More
Freighter conversion will absorb some excess widebody supply – but not all
Subscription Required By Judson Rollins Introduction June 17, 2021, © Leeham News: A key question hanging over the used widebody market is what percentage of available aircraft could be converted into freighters. Indeed, existing passenger-to-freighter (P2F) conversion providers… Read More
The impact of higher inflation on OEMs and Airlines
Subscription Required By Vincent Valery Introduction June 7, 2021, © Leeham News: As the world economy recovers from its sharpest shock since World War II, an unwelcome side effect started appearing: higher inflation rates. One Hundred Trillion Zimbabwean… Read More
2021 fleet trends: small jets get bigger, bigger jets get smaller – and the old makes way for the new
Subscription Required By Judson Rollins Introduction May 13, 2021, © Leeham News: Aviation data provider Cirium said last week that just under 7,850 commercial aircraft were still in storage, down from 8,684 at the beginning of the year… Read More
Uneven financial challenges among OEMs
Subscription Required By Vincent Valery Introduction May 3, 2021, © Leeham News: The three largest commercial aircraft OEMs and their largest suppliers continue to report impacts from the COVID-19 pandemic in their 2020 financial results. The pandemic and… Read More
Why the MAX isn’t back – yet
Subscription Required By Judson Rollins Introduction April 29, 2021, © Leeham News: Much virtual ink has been spilled in recent weeks over an apparent surge in demand for Boeing’s 737 MAX, as a slow drip-drip-drip of cancellations finally… Read More
Unsustainable – and growing – airline debt load weighs on OEMs, suppliers
Subscription Required By Judson Rollins Introduction April 22, 2021, © Leeham News: COVID-19 has forced every layer of the commercial aviation supply chain, apart from cargo airlines, to streamline their businesses and raise cash to survive. Nowhere has… Read More
Investors’ bull case on aircraft OEMs has gaps
Subscription Required By Judson Rollins Introduction April 15, 2021, © Leeham News: Late last month, the aerospace and defense analysis team at Credit Suisse (CS) published its view on the future of the Airbus-Boeing duopoly, as well as… Read More
HOTR: Putting the 2020 Delivery Slump into historical perspective
By the Leeham News Team March 16, 2021, © Leeham News: OEMs delivered 743 jet-powered passenger aircraft to airlines last year, compared with 1,684 at this cycle’s peak in 2018. The below chart shows the total for all… Read More