Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing: Breaking Up is Hard to Do October 14, 2024
- Where and who will be laid off in Boeing reset? October 14, 2024
- Pontifications: Boeing needs massive reset, and not just with labor October 14, 2024
- How Boeing’s actions affect Products, Airbus: Analysis (Update) October 11, 2024
- Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs October 11, 2024
Pontifications: A330neo future bleak from COVID impact
Aug. 17, 2020, © Leeham News: At least half the Airbus A330-900 skyline is with airlines that are in administration, technically insolvent or with a politically sanctioned carrier. These could be characterized as in Red Alert. The COVID-19… Read More
Airbus faces challenges for A330neo
Subscription Required Aug. 26, 2019, © Leeham News: Airbus faces near-term challenges with its production skyline for the A330, even at a reduce rate of 4/mo, an analysis shows. Looking forward from next year, when there are slightly… Read More
A330neo sales off to slow start: Air Lease Corp
May 16, 2018, © Leeham News: There is “intense” price competition between Airbus and Boeing on the A330neo and 787, says an industry leader. Sales of the A330neo are “off to a slow start,” says Steven Udvar-Hazy, executive… Read More
Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt
Subscription Required Introduction Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Iran Air Airbus A330…. Read More
Potential credit crisis in China would hurt aviation industry
Subscription Required Now open to all readers (11/27/17). Introduction Sept. 4, 2017, © Leeham Co.: China, now the world’s second largest economy, appears to be feeling the strains of its long, explosive growth. The economy is slowing, there… Read More
Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
Iran, Boeing reach agreement on big aircraft order; Trump casts cloud
Dec. 11, 2016: Iran and Boeing reached an agreement on the 80-airplane order that includes 50 737 MAX 8s, 15 777-300ERs and 15 777-9s. The final contract still has unspecified contingencies before it can be booked as firm orders,… Read More
UPS order tops off 747-8 line through 2020
UPS Boeing 747-8F. Source: Boeing. Subscription Required Introduction Oct. 31, 2016, © Leeham Co.: Last week’s order for 14 Boeing 747-8Fs and 14 options by UPS assures continuation of the program through 2020. If options are exercised, and… Read More
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More