Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
Bjorn’s Corner: After weight or fuel limited we examine weight or volume limited
31 July 2015, ©. Leeham Co: Last week we explained what fuel limited meant and how that differs from an aircraft that has big enough fuel tanks so it can operate weight limited for its missions. This was… Read More
Rolls-Royce and Safran, major European engine OEMs with different fortunes.
By Bjorn Fehrm Subscription required. July 30, 2015 © Leeham Co. Rolls-Royce and Safran, the parent company of CFM partner Snecma, released their Q2 and first half 2015 earnings today. It is interesting to compare these companies as… Read More
Fancher takes on KC-46A; FAA investigating Allegiant Air
July 30, 2015: Scott Fancher, regarded as the person to come in and take over troubled programs at Boeing, has been named to take over the KC-46A program. Fancher originally came to Boeing Commercial Airplanes from the Boeing… Read More
Embraer delays KC-390 one year in 2Q2015 earnings announcement
July 30, 2015: Embraer reset entry into service for its KC-390 tanker/transport will be in 2018 vs 2017 when it reported its 2Q2015 earnings today. The press release is here. The KC-390 is Embraer’s largest aircraft, with a… Read More
MH370: Caution, no quick resolution
July 29, 2015: By now the world knows a piece of an airplane wing consistent with a Boeing 777 has been found on an island near Africa, thousands of miles from the search areas of the West Coast… Read More
Spirit Aerosystems: Higher profits on lower revenue
July 29, 2015: Spirit Aerosystems, whose principal business is a major OEM supplier to Boeing but which also makes fuselage panels for the Airbus A350, reported lower revenues but higher profits for the FY2Q2015. The press release is… Read More
Triumph Group disappoints, cites decreased aircraft production
July 29, 2015: Triumph Group reported lower FY1Q2016 earnings below analyst expectations, citing in part decreased production of the commercial Airbus A330 program as well as lower production of the Gulfstream G450/550 and Boeing C-17 and 747-8 airplanes…. Read More
Follow the suppliers
Subscription required. Introduction July 28, 2015: © Leeham Co. Trying to decipher what the airframe Original Equipment Manufacturers (OEMs) are going to do is a sporty game that is often analogous to Kremlin watching, especially when it comes to… Read More
Rockwell Collins sector sales below expectations because Boeing 787 doing so well
June 28, 2015: Rockwell Collins, a major supplier of aircraft systems, said in its FY3Q2015 earnings call Friday that aftermarket parts and provisioning sales were below expectations in part because the Boeing 787 and the Rockwell parts are… Read More