Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
Boeing wants to remarket China’s airplanes. It’s costly and time consuming.
China has 130 Boeing airplanes that are identified in the Boeing backlog. On last week’s earnings call, officials said China accounts for 10% of its backlog of 6,319 aircraft as of March 31. This means there are about… Read More
Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help
By Karl Sinclair March 20, 2025, © Leeham News: Boeing (BA) Executive Vice President and Chief Financial Officer (CFO) Brian West, was optimistic about Boeing’s path for recovery and appeared unworried about any near-term impacts of tariffs imposed… Read More
GE sees 2,500 LEAP engine deliveries by 2028, enough for more than 1,000 A320neos and 737 MAXes
Larry Culp, CEO of GE Aerospace. Credit: GE Aerospace. Subscription Required By Scott Hamilton Feb. 24, 2025, © Leeham News: CFM International plans to deliver 2,500 LEAP engines by 2028, enough to power more than 1,000 Airbus A320neos… Read More
Hopes, skepticism, for Boeing from suppliers
Subscription Required By Scott Hamilton Feb. 6, 2025, © Leeham News: Hope and skepticism for Boeing permeated the sidelines of a suppliers’ conference this week in the Seattle area as the big manufacturer struggles to regain footing following… Read More
Boeing Deferred Production Costs: $39bn since 2019 MAX grounding, $22bn for 737
By Karl Sinclair Feb. 04, 2025, © Leeham News: The Boeing Company (BA) released its 2024 FY Annual Report this week and as expected, it was awash with red ink. On the Jan. 28, 2025, earnings call, CFO… Read More
Boeing sees achieving pre-MAX grounding production rates 8 years later
Subscription Required By Scott Hamilton Jan. 30, 2025, © Leeham News: When Airbus began to record more orders than Boeing in the early 2000 decade, Boeing’s CEO dismissed the shift. Orders didn’t matter, sniffed Phil Condit. Only deliveries… Read More
Five years to produce 737s at 50/mo, consultancy predicts
Subscription Required By Scott Hamilton Oct. 31, 2024, © Leeham News: When Boeing held its first investors day since 2018 in November 2022, then-CEO David Calhoun projected that the production rate for the 737 would be 50/mo sometime… Read More
Pontifications: Boeing needs massive reset, and not just with labor
Subscription Required Now open to all readers. CEO Kelly Ortberg’s “reset” plan is long overdue. But Boeing needs to do better for the IAM members, and the members need to give up on the defined pension plan. Oct…. Read More
Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight
By Scott Hamilton Oct. 9, 2024, (c) Leeham News: Contract talks between Boeing and its largest union, the IAM 751, broke off again yesterday after the two sides failed to make progress to reach an agreement. The strike… Read More
Southwest Airlines Slashing Capacity Growth Shakes Up Their Fleet Plan
Subscription Required Now open to all readers. By Chris Sloan Sept. 30, 2024, © Leeham News: Southwest Airlines outlined significant moves in its quest to return to sustained profitability at its investor day on September 26 in Dallas…. Read More