Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Services are driving revenues and profits in difficult times, Part II May 22, 2025
- Boeing publicizes fourth Chief Aerospace Safety Officer Report May 21, 2025
- Boeing’s 2025 annual safety report due this month May 20, 2025
- FAA’s data of accident, incidents, often not shared May 19, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 22. May 16, 2025
Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified”
By Karl Sinclair April 23, 2025, © Leeham News: China represents 10% of Boeing’s commercial airliner backlog, CFO Brian West clarified on the Boeing 1Q2025 earnings call. About 50 aircraft are scheduled to be delivered to China this… Read More
Hopes for 1Q financial progress turns into bumpy ride for Boeing
Subscription Required By Karl Sinclair At its peak, there were 140 Boeing 737 MAXes stored across Washington state destined for China. The number is now around 40, and with the tariff war, there is no telling when these… Read More
Global instability poses questions for aerospace industry
By the Leeham News Team Dec 9, 2024, © Leeham News: The global aerospace sector is facing significant uncertainty as geopolitical tensions, including trade disputes and security concerns, weigh heavily on sections of the industry. China Southern Airlines… Read More
Pontifications: The see-saw remarketing of China’s 737 MAXes; Air India gets 55
Aug. 1, 2023, © Leeham News: Air India is taking 55 Boeing 737 MAXes originally built for Chinese airlines and lessors, LNA has learned. These are part of the order announced in February for up to 150 MAXes…. Read More
Open Skies in Africa: a jump start to post-covid recovery?
Subscription Required By Judson Rollins May 1, 2023, © Leeham News: Could Africa’s first real “open skies” implementation boost its aviation recovery? So far, the continent’s rebound from covid has been anemic as food and energy crises, surging… Read More
HOTR: Boeing ponders 777-300ER P2F program, again
By the Leeham News team Jan. 19, 2023, © Leeham News: Already well behind the 8 ball in delivering 787s, Boeing quietly advised some customers recently that they may see yet another delay—this one up to 15 months…. Read More
How much can China’s traffic growth slow? A look at Japan
Subscription Required By Vincent Valery Introduction Dec. 12, 2022, © Leeham News: The Chinese commercial aviation market is now the second largest in the world after the United States. Growth has been very robust in recent decades, and… Read More
China will accelerate development of its commercial aerospace sector
Subscription Required The second of two articles. By Scott Hamilton Nov. 21, 2022, © Leeham Co.: Western aerospace companies that invested in China face challenging times ahead in a changing trade environment. The COMAC C919 is a means… Read More
HOTR: China-US relations continue to dive
By the Leeham News team Oct. 17, 2022, © Leeham News: The G-7 meeting among the leaders of world’s top countries is next month. There were hopes that the USA’s President Biden and China’s President Xi would meet… Read More