Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
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
Boeing’s product move kills direct 767F replacement, puts 787F in doubt
By Scott Hamilton Nov. 4, 2022, © Leeham News: David Calhoun’s decision to tank all-new airplane development kills the direct replacement for the Boeing 767-300ERF that was under development. It also places in doubt the development of the… Read More
The A350 enhancements, Part 2
Subscription Required By Bjorn Fehrm Introduction Nov. 3, 2022, © Leeham News: Last week, we described the New Production Standard (NPS) of the Airbus A350. Now we look at the economic performance of the A350-900 versus the Boeing… Read More
Boeing adds 737 MAX 7 to at-risk status with MAX 10 for cancellation over FAA certification
By Scott Hamilton Oct. 26, 2022, © Leeham News: Boeing may terminate the 737 MAX 7 program if the deadline for a cockpit warning system is not extended, blocking certification. CEO David Calhoun previously said the 737 MAX… Read More
Engine Development. Part 7. Engine reliability changes the aircraft market
Subscription Required By Bjorn Fehrm Introduction September 29, 2022, © Leeham News: The 1970s saw the introduction of the High Bypass engine for the medium/long range Boeing 747, Douglas DC-10, and Lockheed Tristar, with Airbus A300 employing an… Read More
The Airbus and Boeing market outlooks, Part 2
Subscription Required By Vincent Valery Introduction Credit: Leeham Company LLC Sept. 19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels… Read More