Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
- Does an Airbus A220-500 need a new wing and engines? May 1, 2025
- Teamsters, Boeing have a new contract April 29, 2025
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
Farnborough/Sunday-Boeing
The Boeing 787 arrived today at the Farnborough Air Show, a day before the event actually begins. The plane, #3–the so-called “interior airplane” equipped with an interior that is more suitable for testing operations than representative of the… Read More
New 787 delay possible
In a conference call this morning, Scott Fancher, the program head for the Boeing 787, announced the first deliveries to All Nippon Airways might slip to after the first of the year. Fancher emphasized that the schedule still… Read More
French union understands “Buy American” on tanker
Update, July 19: Airbus says CGT is fourth Union out of five for Airbus in France, representing about 10 percent of Airbus employees in France. Update, July 16: We received this from CGT: the union severed ties in 1978.Christian and… Read More
Questioning the effect of the WTO
We’re not the only ones questioning the effect of the recent WTO ruling against Airbus and its illegal subsidies. A respected business writer from The Seattle Times has weighed in with this opinion piece. We’ve long been cynical… Read More
Boeing offers KC-767 to USAF
It’s now official: Boeing submitted a bid for the KC-X competition, offering the KC-767 NewGen tanker. Boeing did not schedule a press conference, so the initial press release detailing its bid is below the jump, with our reporting… Read More
777 decision may come before 737: JP Morgan
Joe Nadol, the aerospace analyst at JP Morgan, this week opined that Boeing may make a decision on the 777’s future before that of the 737. Here’s what he has to say:
EADS submits tanker bid; Boeing to follow
Update, 2:30 PM: Here are three PDF slides of information from the press conference, comparing the KC-45 with the KC-767 NewGen: KC-45 slides 7-08-10. Boeing does not plan a press conference with its tanker submission tomorrow-just a press… Read More
747-8 vs A380 costs: airlines weigh in
In the ever-present back-and-forth between Boeing and Airbus about the costs of the 747-8 vs. A380, each company claims its airplane has lower costs. Boeing claims the 747-8 has double-digit lower costs, to which Airbus indignantly says Boeing–not… Read More
Go to commercial markets for A350
Update, July 8: This just moved from Bloomberg: The release of the WTO’s Interim Report on the EU complaint about “illegal” subsidies to Boeing has been pushed from July 16 to September. We cannot help but be skeptical… Read More