Estimating the A330neo replacement market

Subscription Required By Vincent Valery Introduction   Jan. 6, 2022, © Leeham News: Boeing 787 Dreamliner deliveries have been halted for 15 months, except for about a dozen early last year. There is still no clarity on when deliveries… Read More

Forecast 2022: Boeing hopes for the best on pandemic, 787, MAX

Subscription Required By Scott Hamilton Introduction Dec. 20, 2021, © Leeham News: To say that last two years have been challenging for Boeing is an understatement. But for the first time in a long time, officials appear optimistic… Read More

2022 Outlook depends largely on pandemic, Boeing recovery

Subscription Required By the Leeham News Team Dec. 13, 2021, © Leeham News: Attempting a forecast for the new year historically has been reasonably easy. One just started with the stability of the current years, and maybe the… Read More

HOTR: 787 delivery restart appears to slip to April: customers

By the Leeham News Staff Nov. 30, 2021, © Leeham News: Plans to resume deliveries of the Boeing 787—halted since October 2020—appear to be slipping again. Customers tell LNA that deliveries may not resume until April, a slip… Read More

The end of A380 production

Subscription Required By Vincent Valery Introduction   Emirates’ 100th A380 delivered Nov. 18, 2021, © Leeham News: The 251st and final A380 delivery to Emirates will happen in the next few weeks before the end of the year. With… Read More

Update on twin-aisle production rates

Subscription Required By Vincent Valery Introduction   Nov. 15, 2021, © Leeham News: Airbus and Boeing updated their commercial production plans a few weeks ago, including rates on their twin-aisle families. As a result of solid freighter demand, Boeing… Read More

Pontifications: As customers wait for 787s, some rethink 777-300ERs

Nov. 8, 2021, © Leeham News: Boeing now has passed one year since deliveries were suspended for the 787. There were 105 787s in inventory at Sept. 30. The current build rate is 2/mo. LNA identified 93 787s… Read More

Update 1: Boeing posts small operating profits, net losses in 3Q and nine months (with CNBC comments)

Oct. 27, 2021, © Leeham News: Boeing reported small operating profits and small net losses for the third quarter and nine months. The third quarter operating profit was $329m and $1.27bn for the nine months. Boeing lost $401m… Read More

Airbus sees encouraging signs of wide-body demand recovery

Subscription required By Scott Hamilton Oct. 25, 2021, © Leeham News: Airbus sees some “encouraging” signs wide-body demand is recovering from the global COVID-19 pandemic. Christian Scherer. Source: Airbus. Passenger demand is nearing-pre-pandemic levels in key areas of… Read More

Pontifications: 787 deliveries, suspended a year, look for restart soon

By Scott Hamilton Sept. 27, 2021, © Leeham News: In a few weeks it will be a year since Boeing suspended delivery of virtually all 787s. Inspections revealed some flaws in production. Despite a year-long effort, Boeing hasn’t… Read More