Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- 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
DXB13, Day 2: A350 Regional; New Libyan airline; 777X production timeline; More on IAM-777X issue
It looks like the big news of the Dubai Air Show has already come-and-gone. There was little order activity on the second day. A350 Regional: Etihad Airlines’ order for Airbus A350s include a regional version, with lighter weight,… Read More
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Posted on November 18, 2013 by Scott Hamilton
Embraer E-Jets in focus
Embraer reported its third quarter earnings October 31 and disappointed the market with results that missed targets, resulting in a share price decline and some downgrades by analysts. Fewer commercial E-Jets and business jets were delivered than expected… Read More
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Posted on November 15, 2013 by Scott Hamilton
Bombardier CSeries in focus
Bombardier’s CSeries is one of three new or derivative airliner to take to the skies, along with the Airbus A350-900 and the Boeing 787-9. But its flight test program is going at a pace far behind the Big… Read More
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Posted on November 7, 2013 by Scott Hamilton
Odds and Ends: Looking toward the South; Lion Air updates CSeries interest; 787 fuel advantage
Looking toward the South: As a follow-up to our previous post, Implications of the IAM-Boeing talks on 777X, here is a commentary from The Wall Street Journal about the migration of US industry to the South, were unions… Read More
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Posted on November 5, 2013 by Scott Hamilton
Odds and Ends: Boeing to hike 737 rate; Passenger comfort, fees and PEDs
You read it here first: In June, we reported Boeing planned to take the 737 production rate to 47/mo by 2017 (and to 52 in 2019). Boeing announced on Halloween that it is taking the 737 rate to… Read More
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Posted on November 1, 2013 by Scott Hamilton
Odds and Ends: Air France may cut A380 orders; Boeing Everett history; BBD, EMB miss targets
Air France May Drop A380s: Bloomberg reports that Air France may cut back its orders for the Airbus A380s. This continues the challenge of Very Large Aircraft sector sales. Boeing has cut production rates twice for its 747-8…. Read More
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Posted on October 31, 2013 by Scott Hamilton
Odds and Ends: XYZ–Next USAF aerial tanker specs; Analysts on CSeries ahead of earnings
KC-XYZ: The USAF hasn’t even received the first Boeing KC-46A, which was the tanker award from the KC-X competition, and it has begun drawing up specifications for the follow-on competition, the KC-Y. The KC-Y is the second tranche… Read More
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Posted on October 30, 2013 by Scott Hamilton
Odds and Ends: Boeing’s MAX to China; Airbus sees no order bubble; Boeing’s wide-body dominance; BBD’s risk
Boeing’s MAX to China: The absence has been conspicuous, but no more: China will take 200 737 MAXes, according to Reuters. It will be interesting to see what delivery slots becoe available. Boeing always holds open some slots… Read More
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Posted on October 25, 2013 by Scott Hamilton
Lion Air’s massive orders continue to raise doubts
The news that Asia’s Lion Air might be planning an order for the Bombardier CS300 energized the media and those that follow the OEM. If Lion Air follows through, this would be a major defection from Airbus and… Read More
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Posted on October 24, 2013 by Scott Hamilton
Is tide ready to turn for CSeries?
Is the tide ready to turn for the Bombardier CSeries? Following a nine month delay, the CS100 Flight Test Vehicle #1 took to the air September 16. It’s flown only twice since and has been undergoing ground vibration… Read More
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Posted on October 21, 2013 by Scott Hamilton