Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
Boeing remarketing stored 737s ordered by China
By Scott Hamilton Sept. 15, 2022, © Leeham News: The indefinite delay in China authorizing Boeing to deliver 737 MAXes to airlines led Boeing to slowly remarket more than that are 100 stored. CEO David Calhoun said today… Read More
Pontifications: Signs point to China OK soon for Boeing deliveries, orders
Aug. 29, 2022, © Leeham News: The Chinese government appears on a path toward authorizing Boeing to resume deliveries to airlines by or early in the fourth quarter, China watchers tell LNA. China hasn’t placed new orders for… Read More
Boeing prepares to swap engines from MAX inventory to new production
Subscription Required By Scott Hamilton Aug. 15, 2022, © Leeham News: Boeing CEO David Calhoun says the company won’t build 737 gliders. That’s what airplanes are called as they exit final assembly without engines. The mitigation ironically comes… Read More
HOTR: About those 737 MAXes in inventory….
By the Leeham News staff July 29, 2021, © Leeham News: Boeing said yesterday that it delivered about 130 737 MAXes since the recertification of the aircraft last November. It won’t reveal exactly how many came from the… Read More
China’s air travel “recovery:” volume improving, but revenue still elusive
Subscription Required By Judson Rollins Introduction May 6, 2021, © Leeham News: In a media briefing this week, the International Air Transport Association (IATA) showed a deep contrast between the airline landscapes in the US and China versus… Read More
Boeing cites US-China relations as business watch item in 1Q earnings
April 28, 2021, © Leeham News: Boeing’s first quarter financial results were slightly worse than estimates by Wall Street analysis. “Boeing reported first-quarter revenue of $15.2bn, primarily driven by lower 787 deliveries and commercial services volume, partially offset… Read More
Pontifications: End appears in sight for 16-year old US-EU trade dispute
April 19, 2021, © Leeham News: There appears to be progress in resolving the 16 year long trade dispute between Airbus and Boeing. Finally. The dispute officially is between the European Union and the United States. But neither… Read More
China’s hollow airline “recovery”: capacity without revenue
Subscription Required By Judson Rollins Introduction March 15, 2021, © Leeham News: A flood of media coverage has centered on Chinese airlines’ supposed recovery from COVID-19. The Chinese “big three,” Air China, China Eastern, and China Southern, made… Read More
HOTR: Alaska begins service with 737 MAX
Alaska likely to cancel A320neo order. Details below. By the Leeham News Team March 1, 2021, © Leeham News: Alaska Airlines today launched its first service with the 737 MAX. The carrier’s first flight was flight AS 482… Read More
Outlook 2021: Russia and China
Subscription Required By Bjorn Fehrm Introduction Jan. 14, 2021, © Leeham News: China and Russia are both developing a single-aisle domestic airliner in the A320/737 MAX class, a regional turboprop in the ATR 72 class, and is jointly… Read More