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
Pontifications: Engine makers’ business model needs overhaul
May 2, 2023, © Leeham News: The business models for engine makers for decades have been simple: deeply, deeply discount the engines on the sale and make up the revenue and profits on the maintenance, overhaul, and repair… Read More
Pontifications: New GAO report shows how aviation industry repeatedly failed to meet eco-aviation goals
April 4, 2023, © Leeham News: A new study by the US Government Accountability Office (GAO) makes clear how the US airline industry effort has been anemic in reducing emissions over the last 20 years. In fact, despite… Read More
An uneven financial recovery among OEMs and Suppliers
Subscription Required By Vincent Valery Introduction March 27, 2023, © Leeham News: In an article last year, LNA highlighted the divergence in the post-Covid-19 recovery among OEMs and select Tier 1 suppliers. Airbus had higher profits than before… Read More
CFM to increase LEAP production 50% this year, GE Aerospace executives say
Subscription Required By Bryan Corliss March 10, 2023, © Leeham News – GE Aerospace executives said Thursday that production of LEAP engines will increase 50% this year to meet increased demand from Boeing and Airbus. LEAP engines, which… Read More
HOTR: China’s desire for aerospace self-sufficiency threatens Airbus, Boeing
By the Leeham News Team China’s goal for C919 China’s state-run aviation industry is working toward self-sufficiency because of sanctions. But it is these same sanctions that will make it difficult to achieve. Beijing wants to shift to… Read More
Pontifications: One “good” engine in future for RR, faulty business strategy and model: JP Morgan
Feb. 7, 2023, © Leeham News: Our report last week about Rolls-Royce’s new CEO characterizing the company in dire straits is just part of the story. Shortly before that, on January 18, JP Morgan issued a 38-page dissection… Read More
Outlook 2023: stabilizing operations at Boeing
Leeham News in addition to Twitter, Facebook and Linkedin, may now be found on Post.news here and on Mastodon here. Subscription Required By Vincent Valery and Scott Hamilton Introduction Jan. 5, 2023, © Leeham News: LNA wrote… Read More
Pontifications: Southwest meltdown (its second in 3 months) is a day of reckoning; what will it do to fix it?
Jan. 3, 2023, © Leeham News: I’ve been employed by, consulting, or writing about the airline industry for 43 years. I’ve seen plenty of times when flights were disrupted. There was 9/11, in which the US skies were… Read More
HOTR: Supply chain hurts A220 assembly flow, big push to meet year-end delivery target
By the Leeham News Team Dec. 20, 2022, © Leeham News: Airbus’ woes with the A320 family production line are widely reported. So are Boeing’s woes with the 737 line. Less well reported are the woes Airbus has… Read More
The economics of a 787-9 and A330-900 at eight or nine abreast
Subscription Required By Bjorn Fehrm Introduction Nov. 16, 2022, © Leeham News: Over the last weeks, we have looked at the economics of our typical long haul widebodies when fitted with normal and high-density seating. We continue this… Read More