Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
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
Pontifications; Does the pandemic change the airliner market dynamics?
By Bjorn Fehrm October 19, 2020, ©. Leeham News: Airbus and Boeing have dominated the world’s airliner market over the last 30 years. In the next 30 years, will this change? Before the COVID-19 pandemic, the answer was… Read More
Pontifications: Boeing’s latest forecast raises more doubt than hope
Oct. 12, 2020, © Leeham News: Every year, like clockwork, when Boeing publishes its 20-year Current Market Outlook, there is always another upward revision in forecast demand for new aircraft. So, when the Chicago-based OEM admits that demand… Read More
HOTR: Boeing bear case: $73bn revenue drop 2020-2025
By the Leeham News Staff Sept. 9, 2020, © Leeham News: Morgan Stanley has a new aerospace analyst, Kristine Liwag, who initiated coverage on a half dozen companies over two days last week. Among them, of course, was… Read More