Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Airbus ponders A330neo MRTT, Boeing ponders KC-46A re-engine November 28, 2023
- Preview of Rolls-Royce Capital Markets Day November 27, 2023
- Bjorn’s Corner: New aircraft technologies. Part 39. Production November 24, 2023
- Further developments of the A321, Part 6 November 23, 2023
- Risk-Adjusted Business November 21, 2023
Safran revenues take flight, but supply chain woes persist
Subscription Required By Gordon Smith Oct 31, 2023, (c) Leeham News: Robust demand in the civil aftermarket sector has helped propel Safran Group’s Q3 2023 revenues upwards. The French firm shared its latest sales results on October 27… Read More
MTU posts upbeat earnings report despite €1bn GTF hit
Subscription Required By Gordon Smith Oct. 30, 2023, (c) Leeham News: MTU Aero Engines has confirmed its guidance for 2023 and posted higher adjusted sales and earnings in the third quarter. The numbers are the first reported by… Read More
Bjorn’s Corner: New aircraft technologies. Part 36. Prototype manufacturing and Testing
October 27, 2023, ©. Leeham News: We are discussing the different design phases of an airliner development program. After covering Conceptual, Preliminary, and Detailed design (Figure 1), we now discuss prototype manufacturing and testing, where we today go… Read More
Further developments of the A321, Part 4
Subscription required By Bjorn Fehrm October 26, 2023, © Leeham News: We do an article series about what can be the next development for Airbus’ most popular aircraft, the A321neo. We looked at a minimal makeover in Part… Read More
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 Earnings: Hexcel’s Composites Rides The OEM Production Rate Ramp Up Wave, But Margins Pressures Persist
By Chris Sloan Oct. 25, 2023, © Leeham News – Hexcel Corporation, a tier four carbon fiber supplier best known for its significant contributions to all-composite Boeing 787 and Airbus A350s, reported substantial overall Q3 revenues despite inflationary… Read More
Q3 Earnings: GE Aerospace “Leaps” Forward With Stellar Results, Pure Play Powerplant Provider On Track for Q1 2024
By Chris Sloan Oct. 24, 2023, © Leeham News – GE spooled up high-thrust third-quarter earnings with consensus-topping results in sales, margins, and EPS in all three of its segments, led by Aerospace. The engine-marker delivered double-digit growth… Read More
RTX Q3 Earnings: Pratt GTF Powder Contamination Problem Guidance Largely Unchanged, But Big Questions Loom
By Chris Sloan Oct. 24, 2023, (c) Leeham News: “I believe we have our arms around the operational and financial impacts of the powdered metal issue,” said Greg Hayes, RTX Chairman and Chief Executive Officer, during today’s third… Read More
Lockheed bows out, Airbus plows ahead in USAF tanker procurement; Boeing favored
By Scott Hamilton Oct. 24, 2023, © Leeham News: Lockheed Martin Co. (LMCO) threw in the towel on Oct. 23, announcing it will not submit information to the US Air Force for the KC-Y aerial refueling tanker procurement…. Read More
MRO demand, pricing power near record levels: great for providers, painful for operators
Subscription Required By Judson Rollins October 24, 2023, © Leeham News: In aviation’s topsy-turvy post-Covid recovery, one group of companies faces a near-perfect storm of positive developments: maintenance, repair, and overhaul (MRO) service providers and their suppliers. Source:… Read More