Leeham News and Analysis
There's more to real news than a news release.
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
The A350, Part 9: The A350-1000 versus 777-300ER
Subscription Required By Bjorn Fehrm Introduction March 11, 2021, © Leeham News: Last week, we started analyzing the Airbus A350-1000 and compared it with the Boeing 777-300ER. We now fly the airplanes on a demanding route, close to… Read More
Podcast: 10 Minutes About the Boeing Board of Directors
Feb. 23, 2021, © Leeham News: Last week, Boeing announced that two members of the Board—Arthur Collins and Susan Schwab—will retire at the end of their terms in April. No replacements have been named yet. Earlier, Ambassador Nikki… Read More
Podcast: 10 Minutes About the Airbus A330neo
Feb. 3, 2021, © Leeham News: The Airbus A330neo is technically a good airplane. But sales never took off. There are only 331 orders for the airplane and easily more than 100 are iffy. Airbus publicly said there… Read More