Leeham News and Analysis
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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: 2018 is a year of Transformations
Jan. 8, 2018, © Leeham Co.: This is going to be a year of transformations. This might be viewed with puzzlement by some. After all, only minor-modification models will be entering service this year: the Airbus A350-1000, the… Read More
Posted on January 8, 2018 by Scott Hamilton
Airbus, Airfinance Journal, Boeing, Bombardier, China, Comac, CSeries, E-Jet, Embraer, Irkut, Leeham Co., Mitsubishi, MOM, New Midmarket Aircraft, NMA, Pontifications
737-7. 737-8, A321neo. a321neo Plus. 777X, Airbus, Airfinance Journal, Boeing, Bombardier, Comac, Embraer, Irkut, Mitsubishi, New Midmarket Airplane, NMA. MOM, Southeast Aerospace and Defence Conference
Embraer’s transition years, 2017 and 2018
By Bjorn Fehrm December 29, 2017, ©. Leeham Co.: The past year was a transition year for Embraer. Their E-Jet was in its last year before deliveries of the new E2 version begins. The company labels 2018 as an additional… Read More
Posted on December 29, 2017 by Bjorn Fehrm
Post-hearing briefs in Boeing-Bombardier trade case
Dec. 28, 2017, © Leeham Co.: It’s not often that levity appears in briefing papers in US government trade cases, but Delta Air Lines managed to draw LNC’s chuckle in its post-hearing brief in the Boeing-Bombardier trade case…. Read More
Posted on December 28, 2017 by Scott Hamilton
Bombardier’s bittersweet year
Dec. 28, 2017, © Leeham Co.: Two thousand seventeen had to be a bittersweet year for Bombardier. Despite landing two good, blue-chip orders in 2016—Air Canada and Delta Air Lines—it hadn’t achieved the “commercial momentum” hoped for. At… Read More
Posted on December 28, 2017 by Scott Hamilton
Boeing’s outstanding year
Dec. 27, 2017, © Leeham Co.: Boeing had an outstanding year. For the first time since 2013, it booked more sales of the 787 than it produced, the so-called book:bill ratio. The bridge for the 777 Classic to… Read More
Posted on December 27, 2017 by Scott Hamilton
How Boeing, Embraer benefit from a combination
Analysis Dec. 26, 2017, © Leeham Co.: Potential synergies exist between Boeing and Embraer which may be important to development of the next new, clean-sheet airplane for both companies. Last week, both firms acknowledged a Wall Street Journal… Read More
Posted on December 26, 2017 by Scott Hamilton
History undermines Boeing claim of C Series impact: analysis
Analysis Dec. 22, 2017, © Leeham Co.: Boeing blames a subsidized, price-dumped Bombardier C Series for the poor sales of the smallest member of the 737 family, the -700 and the 7 MAX, but history doesn’t support the… Read More
Posted on December 22, 2017 by Scott Hamilton
Airbus, Airlines, Alaska Airlines, American Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, Lessors, Southwest Airlines, United Airlines
737-7, 737-700, 737-8, 737-800, AerCap, Air Lease Corp., Airbus, airlines, Alaska Airlines, American Airlines, Aviation Capital Group, Boeing, Bombardier, C Series, CS100, CS300, Deltas Air Lines, ILFC, Ilyushin Finance Corp., Macquarie Airfinance, Uniterd Airlines, WestJet
Holiday schedule
Dec. 22, 2017: By and large, LNC will be taking the period between today through Jan. 2 off for paywall and news reporting. We will publish year-in-review and 2018 outlook articles throughout this period, which were prepared in… Read More
Posted on December 22, 2017 by Scott Hamilton
US Commerce confirms tariff on C Series; parties await ‘harm’ determination
Subscription Required Introduction Analysis Dec. 21, 2017, © Leeham Co.: To absolutely no surprise, the US Department of Commerce yesterday confirmed its preliminary finding that the Bombardier C Series is illegally subsidized and the company illegally “price dumped”… Read More
Posted on December 21, 2017 by Scott Hamilton
Top 10 aviation stories of the year on Leeham News
Dec. 31, 2017, © Leeham Co.: Airplane development and the whimsicle made the Top 10 stories on LNC in 2017. The Top 10 are a statistical listing of the most-viewed posts, not some judgment call on the part… Read More
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Posted on December 31, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Bombardier, CSeries, Emirates Airlines, Leeham News and Comment, McDonnell Douglas, MOM, New Midmarket Aircraft, NMA, Qatar Airways
737-7, 737-700, 777-9, A321, A321NEO, A322, A380, Airbus, Bernstein Research, Boeing, Bombardier, C Series, Delta Air Lines, Emirates Airline, McDonnell Douglas, MD-95, New Midmarket Aircraft, NMA, Norwegian Air Shuttle, Qatar Airways, Singapore Airlines