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
Breaking News: Bombardier wins at USITC–no harm to Boeing, in stunning unanimous vote
Jan. 26, 2018: In a shocking reversal and a stunning defeat for Boeing, the US International Trade Commission ruled unanimously Boeing was not harmed by Bombardier’s government subsidies and low-price deal to sell 75+50 CS100s to Delta Air… Read More
Posted on January 26, 2018 by Scott Hamilton
Boeing aims for half of 100-150 seat sector with 737-7
Jan. 24, 2018, © Leeham Co.: Dublin, Ireland: Boeing sees the 100-150 market sector as 10%-15% of the 20-year single-aisle market demand, or about 3,000-4,500 aircraft. This compares with the 6,000-7,200 forecast by Bombardier. Other companies fall within… Read More
Posted on January 24, 2018 by Scott Hamilton
Transformations for the Big Four OEMs, manufacturing
Jan. 24, 2018, © Leeham Co.: Dublin, Ireland: Even as new airplane programs are winding down at the Big Four OEMs, 2018 will be a year of transformation for the commercial aerospace industry, LNC told an audience at… Read More
Posted on January 24, 2018 by Scott Hamilton
Airbus, Boeing list price hikes will have little affect
Subscription Required Introduction Jan. 22, 2018, © Leeham Co.: Airbus and Boeing hiked their list prices on their airliners last week by about 2% and 4% respectively. There is little impact for either company in the near term…. Read More
Posted on January 22, 2018 by Scott Hamilton
Airbus raises list prices about 2%; more profits or bigger discounts?
Jan. 17, 2018, © Leeham Co.: Airbus announced a list price hike Monday of just under 2%. The popular A321neo goes to $129.5m from $127m. The A350-900 goes to $317.4m from $311.2m, for example. Such price hikes are… Read More
Posted on January 17, 2018 by Scott Hamilton
Pontifications: Embraer twice became focus of US trade commission complaints
Jan. 20, 2018, © Leeham Co.: The US aircraft manufacturer claims the foreign company is unfairly subsidized, undercutting pricing in US sales and threatening its future. A trade complaint is filed. A prominent politician lines up on behalf… Read More
Posted on January 15, 2018 by Scott Hamilton
737-7 MAX future appears to be niche, BBJ and military
Subscription Required Introduction Jan. 11, 2018, © Leeham Co.: The decision last week by Southwest Airlines to defer for four years delivery of 23 of 30 Boeing 737-7 MAXes does not bode well for this sub-type. Concurrently, Southwest… Read More
Posted on January 11, 2018 by Scott Hamilton
Canada files WTO complaint vs US over Boeing C Series trade complaint
Jan. 10, 2018, © Leeham Co.: Canada upped the ante in the Boeing-Bombardier C Series trade complaint today by filing one of its own against the US with the World Trade Organization. This filing comes on the eve… Read More
Posted on January 10, 2018 by Scott Hamilton
Boeing says record 2017 deliveries will continue
By Bjorn Fehrm January 09, 2018, ©. Leeham Co: Boeing announced record airliner deliveries for 2017 of 763 jets today, leading the industry for the 6th year running. Net orders of 912 aircraft gave a Book-to-Bill of 1.2. Airbus,… Read More
Posted on January 9, 2018 by Bjorn Fehrm
Boeing’s special needs in the next decade may be solved by Embraer
Subscription Required Introduction Jan. 8, 2018, © Leeham Co.: Key factors may play into the prospective business venture, however it’s defined, between Boeing and Embraer that have gotten little notice. Boeing’s need for engineering talent from Embraer has… Read More
Posted on January 8, 2018 by Scott Hamilton
Airbus, Alaska Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, Embraer, Middle of the Market, MOM, New Midmarket Aircraft, NMA
737-7, A319neo, A320NEO, A320neo Plus, A321NEO, Airbus, Boeing, Bombardier, C Series, E175 E2, E175-E1, E190 E2, E195 E2, EJet E2, Embraer, Middle of Market, MOM, New Midmarket Aircraft, New Small Airplane, NMA, NSA