Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- 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
2024 Outlook: A Mixed Bag for Propulsion OEMs
Subscription Required By Chris Sloan and Gordon Smith January 11, 2033, © Leeham News: In 2023, a slew of problems plagued propulsion providers, with Pratt & Whitney’s GTF Engine and supply-chain shortcomings grabbing the bulk of negative headlines… Read More
Outlook 2024: European airline consolidation
Subscription Required By Gordon Smith January 3, 2024, © Leeham News: Consolidation is certainly in the air. Even before the shock announcement on December 3 that Hawaiian and Alaska are planning to tie the knot, the industry was… Read More
Pontifications: Pope, the enigma
Editor’s Note: This is the final week of 2023 scheduled publications for LNA. Our usual posts this week will appear on Thursday and Friday. Then we’re taking the Christmas-New Year’s week off and will resume posting on Jan…. Read More
Collaboration is key with supply chain, says Airbus
By Scott Hamilton Dec. 12, 2023, © Leeham News: The aerospace supply chain still hasn’t fully recovered the COVID-19 pandemic. All aerospace manufacturers are affected, as are the supplier to the suppliers. At the annual Aviation Forum last… Read More
Airbus: Global services sector to double by 2042
Subscription Required By Gordon Smith December 4, 2023, © Leeham News: If the last decade taught us anything, it’s just how challenging it is to make accurate forecasts. While this is true of almost all industries, few are… Read More
The Exception to the Green Propulsion Rule
Subscription required By Bjorn Fehrm November 30, 2023, © Leeham News: The interest in Green alternative propulsion for airliners started in earnest at Farnborough Air Show 2014, where Airbus flew the E-Fan battery-electric aircraft. What followed was a… Read More
Rolls-Royce sets out ambitious vision to future-proof its business
Subscription Required By Gordon Smith November 29, 2023, © Leeham News: Rolls-Royce’s (RR) capital markets day presented a business that has bookended 2023 with two very different narratives. The November 28 event heralded targets such as a quadrupling… Read More
Risk-Adjusted Business
By William Loh, International Aviation Advisors, and Dr. David Yu, CFA, Senior ISTAT Appraiser, AAVA Group, NYU Shanghai and Stern. Nov. 21, 2023, © Leeham News: We have been involved in aircraft finance for long enough now to… Read More
Airbus profits climb despite one-off charge
Subscription Required By Gordon Smith Nov 9, 2023, (c) Leeham News: Airbus struck a defiant tone on Wednesday as the company posted strong numbers for the first nine months of 2023. Despite supply chain headwinds, the European firm’s… Read More
Howmet Aerospace Exhibits Strong Revenue Growth Driven By Commercial Aerospace, Girds For OE Rate Increases
Subscription required By Chris Sloan Nov. 1, 2023, © Leeham News : Howmet Aerospace reported third-quarter revenues of $1.66bn, up 16% year over year, primarily driven by growth in commercial aerospace of 23%. Overall, the company achieved an… Read More