Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The conundrum of a new airplane design vs a derivative April 19, 2021
- Pontifications: End appears in sight for 16-year old US-EU trade dispute April 19, 2021
- Bjorn’s Corner: The challenges of hydrogen. Part 33. Wrap-up: The Eco-system April 16, 2021
- Aviation Writers Bloc: Calhoun’s Countdown April 15, 2021
- Investors’ bull case on aircraft OEMs has gaps April 15, 2021
Analyzing the trades between a single- and twin-aisle NMA
Subscription Required By the Leeham News Team Introduction April 8, 2021, © Leeham News: Some people believe Boeing should launch a new single-aisle airplane about the size of the 757-200/300 to compete with the Airbus 321neo. Others believe… Read More
HOTR: Putting the 2020 Delivery Slump into historical perspective
By the Leeham News Team March 16, 2021, © Leeham News: OEMs delivered 743 jet-powered passenger aircraft to airlines last year, compared with 1,684 at this cycle’s peak in 2018. The below chart shows the total for all… Read More
Pontifications: For Boeing, the future is a new airplane, not the status quo
Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More
Pontifications: Lessons of the Titans: Book review
Dec. 14, 2020, © Leeham News: If you want a good business book to read over the Christmas holidays, get Lessons from the Titans by three analysts at the independent Melius Research Co. The subtitle, a mouthful, aptly… Read More
Pontifications: The risk of closing China to aerospace suppliers
Nov. 30, 2020, © Leeham News: The Trump Administration this month indicated it might expand its ban on doing business with certain Chinese companies. The Administration says the additional companies have ties to the military. Included in the… Read More
Sunset of the Quads, Part 3
Subscription Required By Vincent Valery Introduction Aug. 20, 2020, © Leeham News: Last week, we compared the economics of the 747-400 and the A380 on the Los Angeles to Sydney route. We now turn our attention to Airbus’… Read More
Pontifications: Boeing Board needs major shake-up
Jan. 13, 2020, © Leeham News: Today is David Calhoun’s first day as the president and CEO of The Boeing Co. To say that he’s got his work cut out for him is an understatement. I’ve put together… Read More
Boeing charges, costs nearly $35bn since 1996
By Vincent Valery Introduction Nov. 5, 2019, © Leeham News: Boeing already has racked up $9.2bn in one-time charges and additional costs to the accounting block in the 737 MAX crisis. Some expect there will be more substantial… Read More