Leeham News and Analysis
There's more to real news than a news release.
Boeing’s on the defensive in single aisle market as Airbus enhances A321neo
Subscription required. Introduction Boeing is on the defensive in the single-aisle market. The Airbus A320neo family has about a 57% market share against the Boeing d 737 MAX. As recently as Wednesday’s third quarter earnings call, Boeing CEO… Read More
Boeing earnings: margins up, cash, deferred costs disappoint some
Boeing announced its third quarter earnings today. Here is the press release. The initial analyst take: Bernstein Research (Buy) Boeing reported Q3:2014 core EPS of $2.14, well above our estimate of $1.89 and consensus of $1.98. Revenues of… Read More
Boeing’s 777X wing factory; earnings today
Boeing’s 777X wing factory: We had to bow out at the last minute attending the groundbreaking of the 777X wing factory in Everett (WA), so we’re linking coverage. Boeing press release, with statistics Seattle Times, with links to… Read More
A380neo becoming a reality
Subscription required Introduction We last looked at the Airbus A380 economics in February, when the airframer was promoting the giant airplane as a 525 seater. Since then, Airbus recast the airplane as a 555 seater. This changes the… Read More
Assessing the VLA market
Free content. Introduction The business model for the Airbus A380 and its future has long been subjects of sharp debate. Airbus launched the giant airplane in 2000, with a maximum capacity of 850 passengers and a typical airline… Read More
Airbus, Boeing production gaps for the A330, 777
Airbus last week announced it will reduce production on the A330ceo from 10 per month to nine per month, beginning in 4Q2015. We predicted in 1Q2014 that the rate would have to come down, due to the sharp… Read More
Exclusive: Airbus launches “A321neoLR” long range to replace 757-200W
Airbus has started marketing a long-range, higher gross weight version of the A321neo that it says will have 100nm more range than the Boeing 757-200W used on long range, trans-Atlantic routes, Leeham News and Comment has confirmed. We… Read More
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Posted on October 21, 2014 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
757-200W, A321neo Long Range, A321neoLR, Airbus, Boeing, Kiran Rao, Leeham News and Comment