Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
Ahead of Boeing earnings
Update, April 22: Here is the link to Boeing’s 1Q09 earnings. Here is the link to the 1Q09 PDF slide show that goes with the earnings. Original Post: Tomorrow (April 22) is the release of Boeing’s 1Q09 earnings…. Read More
More on the funding gap
A Calyon bank official said at the annual Airfinance Journal conference that Airbus and Boeing may have to increase funding more than the companies expected this year because the funding gap is larger than thought. This Bloomberg story… Read More
Gates on split tanker buy: over my dead body
US Defense Secretary Robert Gates said there will be a split buy on the KC-X tanker program over his dead body. “I’m laying my body down across the tracks,” Aviation Week quotes as saying in this short article…. Read More
American’s 787 deal
American Airlines revealed the following in its 10Q quarterly report about the provisional order with Boeing for the 787: In 2008, the Company entered into a new purchase agreement with Boeing for the acquisition of 42 Boeing 787-9… Read More
New Boeing economic impact analysis issued
The Washington Research Council today (April 14) issued an eight page analysis entitled, “What if Boeing Left Washington?” The PDF file may be found here. The WRC is a local, Seattle-based conservative think tank that focuses on economic… Read More
UBS predicts 30%-40% 737 rates cuts
UBS Securities today (April 13) predicted Boeing will have to cut rates on the 737 line by 30%-40%, forecasting an announcement later this year. This is more agressive than the 30%-35% suggested in January by ILFC CEO Steven… Read More
Airbus details Watchtower Committee
We previously wrote a story for Commercial Aviation Online about Boeing Capital Corp.’s War Room methodology in tracking the “funding gap” for 2009 deliveries. We posted that story on this website at this link. We followed that CAO… Read More
Washington State lags competitively
Update, 3:25 PM: Gov. Gregoire announced the new aerospace council, as reported by the mainstream media, and she also announced a plan to increase aerospace training. But her plan calls for coordinating community college aerospace training programs and… Read More
GE Boss seeks tanker compromise
The head of GE backs a plan to split the acquisition of the KC-X USAF aerial tanker between Northrop Grumman and Boeing, according to this interview done by the Cincinnati Enquirer. GE Aviation will supply the engines on… Read More
Airbus predicts 480 deliveries in 2010
Airbus’ COO-Customers, John Leahy, predicts 480 deliveries in 2010, about the same number as this year, according to this Aviation Week article by Robert Wall.