Leeham News and Analysis
There's more to real news than a news release.
Boeing, Embraer differ on the future of upgauging
By Judson Rollins Introduction July 30, 2024, © Leeham News: Embraer’s new 20-year Market Outlook, released during the Farnborough Air Show, forecasted the demand for jets with more than 150 seats for the first time. This comes as… Read More
Embraer’s outlook improves as supply chain stabilizes, near-term availability drives demand
Subscription Required By Judson Rollins Introduction July 8, 2024, © Leeham News: Embraer is on track for a relatively upbeat Farnborough Airshow later this month, having been spared most of the supply chain headwinds plaguing Airbus and Boeing…. Read More
Boeing simply can’t afford a cash deal for Spirit AeroSystems
By Scott Hamilton Analysis June 25, 2024, © Leeham News: News that Boeing over the weekend wanted to acquire Spirit AeroSystems through a stock rather than a cash transaction should surprise absolutely nobody. Anyone following Boeing’s financial performance… Read More
Big hurdles for COMAC to become serious challenger to Airbus, Boeing
Subscription Required By Scott Hamilton May 27, 2024, © Leeham News: A flurry of orders by China’s Big Three airlines finally began to balance announced deals for the COMAC C-919 mainline jet. Until the recent orders from Air… Read More
Embraer: Improved results, but no plan for new narrowbody
By Leeham News Team May 7, 2024, ©. Leeham News: Embraer presented its 1Q2024 results today, showing revenues for the period up 25% and deliveries up 67% year-on-year. Notably, however, the Brazilian planemaker dampened speculation of a push… Read More
Embraer goes for growth after ‘solid’ 2023
Subscription required By Tom Batchelor March 18, 2023, © Leeham News A strengthening order backlog and an uptick in deliveries helped Embraer turn a profit last year. In a call with investors as the company outlined its 2023… Read More
Outlook 2024: Milestone year for alternative energy development
Subscription Required By Scott Hamilton and Bjorn Fehrm Jan. 18, 2024, © Leeham News: Twenty twenty four is 10 years after the Sustainable Aircraft discussions started when Airbus flew its battery-powered E-Fan before the world’s OEMs and press… Read More
Outlook 2024: Embraer’s continued recovery
Subscription required By Bjorn Fehrm January 8, 2024, © Leeham News: Embraer was hit by a double whammy before and during COVID. The non-closure of the merger of Boeing’s and Embraer’s Commercial Aircraft Divisions and the halving of… Read More
Outlook 2024: European airline consolidation
Subscription Required By Gordon Smith January 3, 2024, © Leeham News: Consolidation is certainly in the air. Even before the shock announcement on December 3 that Hawaiian and Alaska are planning to tie the knot, the industry was… Read More
Embraer’s 3rd Quarter 2023 results contain good news
By Bjorn Fehrm November 6, 2023, ©. Leeham News: Embraer presented its 3Q2023 results today. Commercial aircraft deliveries increased by 50% to 15 E-Jets compared with 10 jets in 3Q2022, and Executive jets delivered 28 jets versus 23… Read More