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
Profiles of Airbus Financial, Boeing Capital
With the capital market crunch, Airbus and Boeing each said it is prepared to step up and help with customer financing. Below are two stories we did for Commercial Aviation Online, a subscription-only service, about Airbus and Boeing… Read More
787 update due shortly
In this week’s column: 787 Update Due Shortly Other program issues at Boeing The decline and fall of the Chinese aviation sector The impact of the Global economies on Airbus and Boeing 787 Update Due Shortly Boeing plans… Read More
SPEEA vote today
Update, 10:30 PM PST: It’s official: 79% of the engineers and 69% of the technicians voted for the contract. Update, 9:00 PM PST: Unofficial returns: it appears that both contracts passed. It may be another 30-60 minutes before… Read More
Hazy has deal to buy ILFC
Bloomberg News has a story quoting the head of mega-lessor saying he has a deal to buy International Lease Finance Corp. from insurance giant AIG. ILFC is the largest customer of Airbus and Boeing. It owns and manages… Read More
Boeing and the Southern strategy?
Steve Wilhelm of the Puget Sound Business Journal (Seattle) has a long story about Southern states “eyeing” Boeing in the wake of the IAM strike. Speculation has been rampant (in peaks and valleys) that Boeing might be fed… Read More
Is Boeing fundamentally sound?
Addison Schonland and Richard Aboulafia join us in a 19 minute podcast discussing whether Boeing is fundamentally and structurally sound. This follows comments by Boeing Commercial Airplanes President Scott Carson at a Credit Suisse conference saying so. Do… Read More
Delta to buy from Boeing–and Airbus
James Wallace today confirmed what we predicted from the get-go when Delta Air Lines and Northwest Airlines announced its merger months ago: that Delta, long a solid Boeing customer, will buy from Airbus. Wallace is the aerospace writer… Read More
747-8 delayed by 9 months
Boeing just announced what we were the first to predict nearly a year ago: flight testing and delivery of the 747-8 will be delayed. The press release is here. Boeing announced a nine month-long delay, in part due… Read More
SPEEA strike authorization vote set
Negotiations between Boeing and SPEEA appear to have taken a discouraging turn. SPEEA scheduled a strike authorization vote by the Council (SPEEA’s parliament) to authorize a strike vote by the membership. The strike vote of the general membership… Read More
SPEEA negotiations update
Update, November 11: We’re cautiously optimistic a settlement will be reached without a strike. Original Post: A strike authorization vote by SPEEA members is scheduled for tomorrow in the contract negotiations with Boeing, but it’s likely to be… Read More