Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
EU files subsidy complaint over 777X WA State tax breaks; we raised issue at the time
The European Union has filed a complaint with the World Trade Organization over $8.7bn in tax breaks offered by Washington State to Boeing in exchange for locating the 777X assembly site and wing production plant in the state…. Read More
Air France-KLM defers 2015/16 777s, cites poor financial results, low fuel prices
Dec. 18, 2014: Air France-KLM said today that it will defer delivery of 10 Boeing 777-300ERs scheduled for delivery in 2015/16 due to lower than expected financial results and because the current fuel price environment makes taking the… Read More
A380, a deep analysis of its competitiveness
By Bjorn Fehrm Subscription required. Introduction Dec. 18, 2014: In our Monday article we go behind the scenes of the doubts that were spread over the A380 by Airbus last week. To complete the picture we now update our… Read More
UBS raises single-aisle production gap concern in lower oil price analysis
Dec. 17, 2014: There is a production gap for single-aisle Airbus and Boeing airplanes that could be exacerbated by the current dramatic drop in oil prices, writes the aerospace analyst for the investment bank UBS in a research… Read More
Spicejet grounded, no Boeing impact seen
Indian airline Spicejet, which has been struggling financially, was grounded today when credit was withheld to buy fuel. The airline has eight Boeing 737-800s and 42 737-8s on order. The -800s are scheduled to be delivered next year;… Read More
Boeing tries to tamp down oil price fall concerns
Boeing’s Investor Relations department in Chicago sent a message to aerospace analysts to tamp down concerns about falling oil prices and questions over the impact on airplane orders. Its message is:
A look behind the headlines of Airbus’ Investors Forum
Subscription Required Update, 0530 PST Dec. 15: Aviation Week posted an article that indicates Airbus and Rolls-Royce are closing in on an engine deal that will lead to the A380neo and a stretch. Introduction Last week’s Airbus Global… Read More
Odds and Ends: 757 replacement search continues; Qatar’s A350; PNAA aviation conference
757 replacement: Aviation Week has a good piece about Boeing’s studies of a replacement for the 757, harking back to the era when Boeing designed the 757 and 767–a New Small Airplane and a New Light Twin. Guy… Read More
Analysts weigh in on Airbus investors day #1
Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More