Leeham News and Analysis
There's more to real news than a news release.
Orders at risk: Year-End 2022 snapshot
Subscription Required By Vincent Valery Introduction Feb. 6, 2023, © Leeham News: With the publication of the Airbus and Boeing announcing 2022 orders and deliveries last month, and Boeing’s published its 2022 Annual Report (10-K), we undertake our… Read More
A deep dive into the single-aisle market
Subscription Required By Vincent Valery Introduction Jan. 23, 2023, © Leeham News: Boeing’s share of outstanding single-aisle orders has fallen significantly behind Airbus. If we include the order book for single-aisle aircraft seating 100 or more passengers of… Read More
Engine Development. Part 9. Gearbox or not?
Subscription Required By Bjorn Fehrm Introduction October 13, 2022, © Leeham News: In our series, we look at the development of the latest single-aisle engines. Should these be geared? What do you gain and risk with a geared… Read More
The Airbus and Boeing market outlooks, Part 2
Subscription Required By Vincent Valery Introduction Credit: Leeham Company LLC Sept. 19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels… Read More
Can China pass on Boeing airplanes? A deeper look
Subscription Required By Vincent Valery Introduction Aug. 8, 2022, © Leeham News: The FAA lifted the Boeing 737 MAX grounding more than 18 months ago. However, Chinese airlines still have not returned their 737 MAX fleets to passenger… Read More
Pontifications: The reshaped commercial aviation sector
July 12, 2021, © Leeham News: With Washington State and the US open for business following nearly 18 months of COVID-pandemic shut-down, there is a lot of optimism in commercial aviation. In the US, airline passenger traffic headcounts… Read More
Analysis: The collapse of the Boeing-Embraer joint venture
By the Leeham News Team Analysis April 25, 2020, © Leeham News: The Boeing-Embraer joint venture is off. Boeing called off the JV, saying Embraer didn’t satisfy all the conditions required. The impact to Embraer is more profound… Read More
2020 Outlook for Airbus, Boeing, et al
Subscription required Introduction By the Leeham News team. Jan. 2, 2020, © Leeham News: This will be a pivotal year for Boeing. It will be a year of challenges for Airbus. Embraer Commercial Aviation should disappear. Mitsubishi Heavy… Read More
Embraer presents 3Q2019 results.
By Bjorn Fehrm November 12, 2019, ©. Leeham Co: Embraer announced its 3Q2019 results today. The company delivered a report which disappointed analysts regarding revenue, earnings and free cash flow. Commercial deliveries were 17 jets (15 in 2Q2018)… Read More