Supply chain focus: Thales’ first 2020 quarter

By Bjorn Fehrm April 30, 2020, ©. Leeham News: We continue our special focus on the OEM supply chain as the COVID19 crisis threatens several suppliers. Thales Group is the number three supplier of Avionics and IFE to the… Read More

Better to bring capacity back with a 777X or 777-300ER

Subscription Required By Vincent Valery Introduction   April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More

Boeing techs ratify contract extension

By Bryan Corliss April 29, 2020 © Leeham News — Unionized technical workers who initially rejected a proposed contract extension with Boeing have changed their minds. Their union – the Society of Professional Engineering Employees in Aerospace (SPEEA)… Read More

Boeing to cut rates on 787, 777 production; posts big 1Q loss

By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More

Airbus 1Q2020, preparing for “the gravest crisis in our industry’s history”

April 29, 2020, © Leeham News: Airbus presented its results for the first quarter of 2020 today. In the accompanying news conference, Airbus CEO Guillaume Faury said, “we are facing the gravest crisis in our industry’s history,” and… Read More

Boeing announces voluntary layoffs in Puget Sound

By Bryan Corliss April 28, 2020, © Leeham News: Boeing on Monday formally announced it would offer voluntary layoffs – essentially contract buyouts – to members of its Puget Sound workforce. For most workers, the offer would give… Read More

HOTR: Product development another victim of virus crisis

By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.

Boeing sees air traffic recovering in 2-3 years; production will take longer

By Scott Hamilton April 27, 2020, © Leeham News: Passenger traffic should recover to 2019 pre-COVID-19 levels in two to three years. But resuming production at pre-COVID rates will take longer. Boeing also needs to borrow more money… Read More

The Squeeze on Embraer

Subscription Required Now open to all readers. By Scott Hamilton Introduction April 27, 2020, © Leeham News: The collapse of the Boeing-Embraer joint venture Saturday resurfaces the squeeze Embraer was under when the deal was announced in 2018…. Read More

Pontifications: Taking a knife to a gunfight

April 27, 2020, © Leeham News: There is a great line in the movie, The Untouchables. Sean Connery’s character tells an assassin that he’s bringing a knife to a gunfight. That’s what came to mind when Embraer says… Read More