Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
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.
Boeing takes hard hit on DOD budget
Boeing took a hard hit on the Defense budget announced today by Sec. Robert Gates. The C-17 program will be canceled after the current contract is filled. The CSAR-X helicopter procurement is canceled. The Airborne Laser system based… Read More
Major shift on split tanker contract
Update, April 3: The New York Times has this long piece on the prospect of a split procurement. Original post: It is a subtle but major shift on the controversial proposal to split the KC-X aerial tanker contract… Read More
ILFC in perspective
Update, March 26, 2:20PM PDT: Bloomberg News moved this piece in which ILFC’s CEO says he’ll get the lessor out from under AIG’s “cloud.” Original Post: Mega-lessor International Lease Finance Corp. filed its 2009 10K annual report March… Read More
Boeing takes a direct hit
Boeing is gearing up for a new fight over the KC-X tanker competition but out of the blue, it took a direct hit on the Airborne Laser program, which uses the 747 as the platform. A California Member… Read More
IAM jobs on the line: 1,113
Since the first of the year, Boeing has issued WARN (job layoff notices) for 1,113 union jobs belonging to the International Association of Machinists. Job security was a major goal of the IAM in last year’s 57 day… Read More