Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Pontifications: Supply chain meltdown
Aug. 6, 2018 © Leeham News: It happened to Airbus. It sort of happened to Boeing. It was bound to happen in a much bigger way to Boeing, and it has. Some 40 737s are now sitting around… Read More
Posted on August 6, 2018 by Scott Hamilton
Rising fuel prices hit earnings, but there’s a silver lining for OEMs
Subscription Required Introduction July 30, 2018, © Leeham Co.: Fuel prices are spiking and it’s already causing airlines to adjust growth and fleet plans. But rising fuel prices could mean orders for slow-selling aircraft might pick up. Still,… Read More
Posted on July 30, 2018 by Scott Hamilton
Pontifications: thyssenkrupp’s international expansion
July 30, 2018, © Leeham News: thyssenkrupp, the German supplier, is a mouthful to say. Even its name is different, using the small “t” rather than a capital “T”. Being from Chicago, I suitably butchered it when I… Read More
Posted on July 30, 2018 by Scott Hamilton
Airbus posts strong earnings; ‘hell of a ride’ ahead, says CEO
By Dan Catchpole July 26, 2018, © Leeham News: Airbus posted strong earnings for the year’s second quarter, thanks to better profitability on its A350 and A320 programs. Investors rewarded the news by pushing Airbus share prices to… Read More
Posted on July 26, 2018 by Dan Catchpole
More than 1,000 orders, commitments from Farnborough
July 23, 2018: More than 1,000 new orders and commitments were announced at the Farnborough Air Show last week, a final tally shows. The value was more than $128bn. Credit Suisse issued its post-air show note today with… Read More
Posted on July 23, 2018 by Scott Hamilton
Farnborough: E190-E2 “quietest single aisle airplane in production,” boasts CEO
July 15, 2018, © Leeham News, Farnborough: Embraer today revealed that the E190-E2 achieved better fuel burn than its target of 16%. Flight tests showed fuel burn was 17.3% better than the E1, said Rodrigo de Souza, VP… Read More
Posted on July 15, 2018 by Scott Hamilton
Pontifications: Final Farnborough forecast
Special Sunday edition of Pontifications. July 15, 2018, © Leeham News: The Farnborough Air Show officially starts tomorrow, when airframers begin their public relations presentations and orders are announced. As this is written on July 13, I’m doing… Read More
Posted on July 15, 2018 by Scott Hamilton
Airbus’ jetBlue A220 deal, first analysis
By Bjorn Fehrm Subscription Required Introduction July 12, 2018, © Leeham News: The Airbus A220 won its first battle against Embraer’s E2 E-Jets, winning the order to replace 60 Embraer E190s at jetBlue. The airline held a telephone… Read More
Posted on July 12, 2018 by Bjorn Fehrm
What are the prospects for the Airbus A220?
By Bjorn Fehrm July 11, 2018, © Leeham News.: With the CSeries repainted and rebranded in Airbus colors, will this change its fortunes? The aircraft has been on the market for 10 years and has not been a… Read More
Posted on July 11, 2018 by Bjorn Fehrm
JetBlue orders 60 A220-300s in surprise timing
July 10, 2018, (c) Leeham News: JetBlue announced an order today for 60 Airbus A220-300s, nee Bombardier CS300s. The airline took options on 60 more. The timing is a surprise–JetBlue previously said it would not be ready to… Read More
Posted on July 10, 2018 by Scott Hamilton