Leeham News and Analysis
There's more to real news than a news release.
Staffing shortages affect Air Traffic Control, NOTAMS, updates–and Boeing
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Part 1 of 2 Parts
By Colleen Mondor
Oct. 2, 2025, © Leeham News: The Trump Administration’s drive to cut employment in the federal government slashed numbers across virtually every agency and department.
But for the Federal Aviation Administration (FAA), which has perpetually been understaffed across its air traffic controllers (ATC), technicians, and certification units, the impact exacerbates an already tenuous situation.
Credit: Federal Aviation Administration.
For airlines and passengers, delays have skyrocketed at key airports, followed by a surge in cancellations. Operating costs skyrocketed for the airlines as scores or aircraft sat on taxiways waiting to take off or backed up on the tarmac awaiting a gate occupied by airplanes that couldn’t take off.
Runway incursions have increased, as have near-collisions in mid-air.
Shortages of aircraft certification employees at the FAA have slowed Boeing’s recovery from six years of sorting out its crises and “ticketing authority” as the FAA scrutinizes the company. FAA certification of the Airbus A321XLR was slow, adding to the one-year delay of its entry into service.
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Special Note
The US federal government shut down at midnight on Sept. 30 when Congress failed to pass a Continuing Resolution to fund the government. The Federal Aviation Administration (FAA) laid off more than 11,000 employees. Boeing Commercial Airplanes (BCA) has been under strict FAA scrutiny since March 2019, notably for 737 MAX production, safety, and quality control issues. The FAA revoked BCA’s ability to certify its new airplanes as airworthy before delivery to customers, assuming this responsibility.
On Sept. 29, the FAA partially returned this authority to Boeing, which now may certify the airplanes on a weekly alternating schedule. With the government shutdown, the question of FAA’s oversight and certification of Boeing airplanes arises. Boeing declined comment, but Boeing has told customers that at least for now, production rates, certification, and FAA oversight activities will continue uninterrupted. This may change if the government shutdown is prolonged.
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Staffing shortages among controllers at Newark Liberty International Airport will cause existing cuts in flight service to be extended through October 2026, Reuters reported on Sept. 25.
This was the latest in a litany of news articles highlighting staffing issues within the nation’s air traffic control system. The Washington Post reported in July that nearly 20% of recruits at the FAA training academy failed to complete the training program, contributing to shortages. It then followed up on Sept. 21 that the academy was struggling with instructor shortages.
USA Today asked in May, “Why air traffic control is under so much stress”, while NPR spoke with controllers in July and declared the “…push to modernize equipment won’t fix deeper problems.”
Perspective on Boeing’s 737 replacement
By Scott Hamilton
Sept. 30, 2025, © Leeham News: The Wall Street Journal billed the story as an exclusive, and it did contain details previously unreported.
But the fact that Boeing is working on a 737 replacement isn’t new, even if Boeing has been super-quiet about it. The breadcrumbs have been dropped into public sight all along, and within aviation circles, more has been discussed as well.
Under former CEO David Calhoun, he and other executives discussed the 737 replacement in the form of the transonic truss brace wing (TTBW) single-aisle concept. The very wide, thin wing had about 35 feet of folding wing (as opposed to the folding wing tips on the 777X).
Boeing and Airbus are designing future wings with long folds to allow much greater wingspan than today’s wings. The future folding wings will have a much long fold than the Boeing 777X. Credit: Leeham News.
What Boeing didn’t say publicly, but which was known within aviation circles, was that Boeing was also designing a conventional wing-and-tube 737 replacement in parallel. Boeing always has a Plan A and a Plan B under study, so this was no surprise. But a former 737 program engineer told LNA that Boeing needed a Plan B in this case to serve as a baseline against which the TTBW could be compared for efficiency.
When Calhoun’s successor, Kelly Ortberg, killed the TTBW, Boeing said research and development on the wing would continue. Of course, it would be a replacement for a 737. Why else continue this very specific R&D? Not inconsequentially, Airbus has long been designing a folding wing “Wing of Tomorrow” for the A320 replacement.
Furthermore, the underlying research into the TTBW’s fuselage and systems may be applied to a new airplane, just as elements of the Sonic Cruiser made their way into the 787 in the early 2000s.
Manufacturing and Materials Takes Center Stage in Next-Gen Aircraft at Global Aerospace Summit
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By Chris Sloan
Sept. 29, 2025, © Leeham News: At the U.S. Chamber of Commerce Global Aerospace Summit in Washington, D.C., on September 9, Airbus CEO Guillaume Faury reminded attendees that propulsion alone cannot deliver the performance leap expected from future aircraft. He said Airbus is targeting a 20–25% overall fuel efficiency improvement and noted that “half of it will come with the propulsion. When we integrate the bigger engine to be more efficient at the engine level, there are some losses. So the other half will come from the wing, aerodynamic efficiency, weight, and those kinds of things.”
This “other half” is why advanced materials and manufacturing are stepping into the spotlight. The conversation, moderated by Kevin Chow, EVP and Head of Aerostructures and Systems, Commercial Aerospace, ST Engineering, centered on next-generation programs, which are no longer just about engines or even airframe design. It is about how to build aircraft faster, lighter, and with greater precision to meet historically high production rates.
(Left to Right): Daryl Taylor, Senior Vice President, U.S. Commercial Operations, Airbus; Eric Hein, Director, Strategy and Product Development, National Institute for Aviation Research, Wichita State University; Tom Gentile, Chairman, CEO, and President, Hexcel Corporation; and panel moderator Kevin Chow, EVP and Head of Aerostructures and Systems, Commercial Aerospace, ST Engineering.
Slowing History, Faster Targets
Airbus aims to produce 14 A220s per month in 2026 and 75 A320 family aircraft per month in 2027 — a dramatic increase from current output. Daryl Taylor, Senior Vice President of US Commercial Operations, said that “historically production rates in this industry take a long time to get up to speed.” He said Airbus is acting now to be ready when the following clean-sheet aircraft is launched: “We know that with that type of backlog we expect in the future, we’re gonna have a fully proven automated set of solutions to deploy.”
In Mobile (AL), Airbus operates two final assembly lines for the A220 and A320 families and is building a third that will open soon. Taylor said that “just throwing more people at the problem is not the answer. At Airbus, we think [automation] is critical to the core of our execution and ramp-up, so we are investing heavily in our own capabilities and making acquisitions. We’re not relying on others to do that.”
Bjorn’s Corner: Faster aircraft development. Part 9. Conceptual phase Certification work.
By Bjorn Fehrm and Henry Tam
September 26, 2025, ©. Leeham News: We do a series about ideas on how the long development times for large airliners can be shortened. New project talks about cutting development time and reaching certification and production faster than previous projects..
The series will discuss the typical development cycles for an FAA Part 25 aircraft, called a transport category aircraft, and what different ideas there are to reduce the development times.
We will use the Gantt plan in Figure 1 as a base for our discussions.
Figure 1. A generic new Part 25 airliner development plan. Source: Leeham Co. Click to see better.
*** Special thanks to Andrew Telesca for helping with this article***
How’s the next new aircraft produced? Part 7. Other OEMs.
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By the Leeham News Team
Sept. 25, 2025, © Leeham News: In Part 1 of this series, we described the production system for Embraer. Should Embraer or any other OEM enter the race for the next aircraft in the single aisle segment, it will pose the same challenges as for Boeing and Airbus.
Embraer has recovered from the collapse of the Boeing-EMB joint venture, and the E195-E2 is selling well. But the regional jet market is limited. Embraer is considering whether to move up to the mainline jet sector. Credit: Embraer.
The aircraft must integrate new types of engines, and large parts must be made with the new types of composites that enable high-rate production.
Little impact seen on Boeing by Trump’s new H1B visa policy
By Scott Hamilton
Sept. 23, 2025, © Leeham News: President Trump’s announcement last Friday that there will be a $100,000 fee on new applications for H1B business visas doesn’t appear to have much effect on Boeing.
Boeing has, for years, utilized foreign national engineers from Russia, India, Ukraine, and possibly other countries for work performed domestically. Foreigners are granted entry into the US to work under what’s called an H-1 B visa.
Boeing, tech companies, and other businesses commonly sponsor H1B visas. At Boeing, this has been a sore point for the Society of Professional Engineering Employees in Aerospace (SPEEA), the union representing engineers and technical employees. SPEEA views each H1B visa engineer as displacing a local engineer or technician.
Under Trump’s Executive Order, which imposes a $100,000 fee, several exemptions appear to apply to Boeing and other companies. According to a US government website, a $100,000 payment must accompany any new H-1B visa petitions submitted after 12:01 am EDT on Sept. 21, 2025.
The relevant exemptions that appear to apply to Boeing are any previously issued H1B visas, or any petitions submitted before 12:01 am EDT on Sept. 21. Nor does the new policy “prevent any holder of a current H1B visa from traveling in and out of the United States.”
Boeing’s H1B visa holders
Boeing has been utilizing foreign nationals in its engineering programs since at least the development of the 787. According to the website Myvisajobs.com, Boeing certified 42 applications in 2022 and 33 in 2021. So far this year, Boeing has applied for 10 people.
The average annual salary was just under $142,000. The average stay in the US by Boeing workers is unknown. However, it is known that once Boeing has employed a worker for two years, they become a member of SPEEA. LNA understands that Boeing rotates H1B workers back to their home country before the two-year period is up and brings in new workers, thereby avoiding the unionization of these workers.
SPEEA declined to comment.
How’s the next new aircraft produced? Part 6. Airbus: Production of future aircraft
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By the Leeham News Team
Sept. 22, 2025, © Leeham News: In Part 5 of this series, we described the efforts to improve Airbus’ present production, and what the learnings were from changes in the FAL setup.
Airbus A220 production line in Montreal, when it was still Bombardier. Airbus is revamping the process to become more efficient and reduce costs. Credit: Leeham News.
We also described how Airbus has learned to refocus on the production mechanic, as he/she is finally the enabler and problem solver in a complicated system.
For the next generation aircraft that will replace today’s single aisle A320/A321 there are special challenges that are forcing Airbus to change the way that the aircraft are produced.
Bjorn’s Corner: Faster aircraft development. Part 8. Conceptual System design.
September 19, 2025, ©. Leeham News: We do a series about ideas on how the long development times for large airliners can be shortened. New project talks about cutting development time and reaching certification and production faster than previous projects..
The series will discuss the typical development cycles for an FAA Part 25 aircraft, called a transport category aircraft, and what different ideas there are to reduce the development times.
We will use the Gantt plan in Figure 1 as a base for our discussions.
Figure 1. A generic new Part 25 airliner development plan. Source: Leeham Co. Click to see better.
*** Special thanks to Ron Everlove for helping with this article***
How’s the next new aircraft produced? Part 5. Airbus: Improving the present
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By the Leeham News Team
Sept. 18, 2025, © Leeham News: In Part 1 of this series, we described the history behind Airbus’ very different production setup. The need to give a distributed value creation to participating countries in the then-Airbus joint venture, forced a multinational distributed production system that remains today.
The Airbus A320 fuselage production line in Hamburg, Germany. Credit: Leeham News.
We now examine the recent changes/improvements in this setup, including Airbus’ recent policies around the organization of production from a pre-Paris Air Show demonstration of their new A320/A321 Final Assembly Line (FAL) in Toulouse.
Boeing’s Orberg: Striving for parity with Airbus deliveries
- Traveled work, rework are still obstacles
- 777X certification running late; customers now see first deliveries in 4Q2026
By Karl Sinclair
Sept. 17, 2025, © Leeham News: “We were almost at parity on deliveries with Airbuses last month…. We’re getting there.”
Kelly Ortberg, the CEO of The Boeing Co. Credit: Boeing.
That was the opening salvo from The Boeing Company (BA) and CEO Kelly Ortberg, as it begins to claw its way back from the depths after a difficult six-year stretch.
Speaking at the Morgan Stanley Laguna Conference, Ortberg closed his interview by remarking on how close Boeing was getting to delivering aircraft at levels only recently seen by Airbus.
“I feel really good one year in that my plan is working, that we put together. People are getting excited. Customers are feeling better,” he said.
However, the deliveries comparison with Airbus isn’t precisely an even match. Boeing has finally cleared its inventory of 737 MAXes, a six-year task from when the MAX was grounded for 21 months beginning in March 2019 and extending through the extended recovery period of the COVID-19 pandemic.
Airbus, meanwhile, has about 60 A320neo family airplanes in storage awaiting engines from CFM International and Pratt & Whitney. Based on production rates, Airbus has a 60% share vs Boeing’s 40%.