Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- First reports from Boeing’s MAX briefings last week December 10, 2019
- US trade rep rejects Airbus tariff reduction claim December 9, 2019
- A tectonic shift towards large narrowbody December 9, 2019
- Pontifications: Stop hitting the snooze button, Boeing December 9, 2019
- FAA takes first steps for re-certification of the MAX December 6, 2019
Pontifications: Good, and Bad, news from the Dubai Air Show
Nov. 25, 2019, © Leeham News: The Dubai Air Show proved to be a mixed bag for Airbus and Boeing. Each company picked up important orders and commitments. But each company saw some previously announced commitments reduced in… Read More
Big Three Gulf Carriers’ financials
Subscription Required By Vincent Valery Introduction Nov. 4, 2019, © Leeham News: The rise of the Big Three Middle Eastern carriers since the mid-2000s has been nothing short of astounding. They took full advantage of an advantageous geographical… Read More
Stored A330s, 777 Classics offer alternative to new orders
Subscription Required Aug. 12, 2019, © Leeham News: Slow sales of the Airbus A330neo, A350 and 777X this year are the result of a dip in the order cycle, A330ceos and 777-300ERs coming off lease and route fragmentation… Read More
Boeing faces weak sales, production gap for 777X
Subscription Required Now open to all readers. Aug. 5, 2019, © Leeham News: Design issues with the giant General Electric Aviation GE9X are causing untimely headaches for the Boeing 777X program, at a time when the 737 MAX… Read More
Boeing MAX crisis overshadows other challenges
Subscription Required Now open to all Readers. July 29, 2019, © Leeham News: The 737 MAX crisis overshadows everything else right now at Boeing. This includes forward orders, weak customers and production gaps on the 787 line, which… Read More
From the sidelines at MRO America, Day 2; the real reason for 737 production rate cutback
April 11, 2019, © Leeham News: Conversation from the sidelines of the Aviation Week MRO Americas conference in Atlanta on Day 2: Ramping the 737 production back up Boeing already has its plans for ramping production of the… Read More
A380 end opens opportunity for A350-2000
Subscription Required Introduction Feb. 18, 2019 © Leeham News: Airbus’ decision to end the A380 program clears the path, if chosen, for a plane that was studied three or four years ago: the stretch of the A350-1000 to… Read More
Boeing’s growing 777X challenge
Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More
Pontifications: Market Intelligence from NY
Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More
777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king
Subscription Required Introduction Aug. 6, 2018, © Leeham News: The surge of orders at the Farnborough Air Show for Boeing 777 and 747-8 freighters is welcome news for Boeing, which still had production gaps to bridge between the… Read More