Boeing Cuts 737 Delivery Estimate in Blood Red 3Q Earnings Report

By Dan Catchpole October 25, 2023, © Leeham News: Boeing slashed its 737 MAX delivery forecast for the year to between 375 and 400 in its third quarter earnings report on Wednesday. The company attributed the cut to… Read More

Q3 Could Be Boeing’s Reddest Earnings Report This Year

Subscription Required By Dan Catchpole The U.S. Air Force accepted the first of five T-7A Red Hawk test aircraft from Boeing on Sep. 14th. (Image courtesy of USAF and Boeing Co.) October 23, 2023, © Leeham News: Wall… Read More

Order risk for Airbus: Warning flags

Subscription Required By the Leeham News Team Oct. 16, 2023, © Leeham News: Airbus and Boeing have airplane order backlogs exceeding 10,000 aircraft. Most of the respective production lines are sold out to 2026 and even beyond 2030…. Read More

Pontifications: “We’re sick and tired of new technologies:” Avolon CEO

Editor’s Note: As Airbus and Boeing consider new airplanes, their current generation aircraft are plagued with technical issues. The engines on the A320neo and 737 MAX families continue to have problems years after entry into service. The Boeing… Read More

Spirit Aero losses, cash burn continue

Subscription Required By Scott Hamilton Aug. 7, 2023, © Leeham News: Spirit AeroSystems reported another loss-making quarter last week as more special charges in Airbus and Boeing programs. Spirit is a major supplier to Airbus and Boeing. Airbus… Read More

Howmet: Supplier still cautious about rate increases at Airbus, Boeing

Subscription required By Bryan Corliss March 3, 2023 © Leeham News – Executives at Howmet Aerospace – who got burned in 2022 when expected production rate increases at aircraft OEMs didn’t materialize – said Tuesday they’re still taking… Read More

Pontifications: Engine makers’ business model needs overhaul

May 2, 2023, © Leeham News: The business models for engine makers for decades have been simple: deeply, deeply discount the engines on the sale and make up the revenue and profits on the maintenance, overhaul, and repair… Read More

Pontifications: New GAO report shows how aviation industry repeatedly failed to meet eco-aviation goals

April 4, 2023, © Leeham News: A new study by the US Government Accountability Office (GAO) makes clear how the US airline industry effort has been anemic in reducing emissions over the last 20 years. In fact, despite… Read More

An uneven financial recovery among OEMs and Suppliers

Subscription Required By Vincent Valery Introduction   March 27, 2023, © Leeham News: In an article last year, LNA highlighted the divergence in the post-Covid-19 recovery among OEMs and select Tier 1 suppliers. Airbus had higher profits than before… Read More

CFM to increase LEAP production 50% this year, GE Aerospace executives say

Subscription Required By Bryan Corliss March 10, 2023, © Leeham News – GE Aerospace executives said Thursday that production of LEAP engines will increase 50% this year to meet increased demand from Boeing and Airbus.  LEAP engines, which… Read More