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

Pontifications: Embraer’s China ambitions

March 22, 2021, © Leeham News: Embraer wants to become a big player in China. “We see a huge market potential there,” said Arjan Meijer, CEO of Embraer Commercial Aviation, in an interview with Nikkei Asia. The news… 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

The 717 and A220, Part 1: Introduction

Subscription Required By Vincent Valery Introduction   Dec. 3, 2020, © Leeham News: Delta Air Lines, the largest Boeing 717 operator, announced it would retire the type by the end of 2025. Airbus A220s will mostly replace the aging… 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