Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Engine makers tout “Plan A” but have “Plan B” backups in R&D June 23, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 27. June 20, 2025
- Pontifications: A Personal Note June 19, 2025
- Airbus books 142 firm orders as Boeing retracts from the Paris Air Show June 19, 2025
- AIN Media Group Agrees to Acquire Leeham News & Analysis June 17, 2025
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
Boeing’s shareholders: which do you prefer? Dilution or bankruptcy?
By Scott Hamilton Sept. 23, 2024, © Leeham News: A Wells Fargo analyst calculated The Boeing Co. might have to issue 190 million shares of stock to get itself out of the financial mess it’s in. At the… Read More
Bjorn’s Corner: New engine development. Part 25. New versus old, CFM56 vs. LEAP
September 20, 2024, ©. Leeham News: We do an article series about engine development and why it has longer timelines than airframe development. It also carries larger risks of product maturity problems when it enters service than the… Read More
China banks on C919, but numbers say it still needs Boeing
Subscription Required By Scott Hamilton Sept. 2, 2024, © Leeham News: Airbus and Boeing see China doubling its airliner fleet over the next 20 years. The numbers vary between the two companies. But the underlying data points to… Read More
Aircraft Certification: How the Max crashes changed everything
Subscription Required By the Leeham News Team The Airbus A321XLR got caught up in the new aircraft certification environment created by the Boeing 737 MAX crisis. Source: Airbus. July 18, 2024, © Leeham News: Much of the attention… Read More
Boeing is fighting fire with fire in reacquiring Spirit Aero (Updated)
Subscription required By Dan Catchpole Analysis July 1, 2024, © Leeham News: This is an analysis of Boeing’s reported $4.7 billion purchase Spirit AeroSystems, as Reuters reported Sunday. First, let’s set the frame. Boeing seems incapable of doing… Read More
Aircraft production woes stretch far beyond Boeing
Subscription Required By Judson Rollins June 17, 2024, ©. Leeham News: Estimating airplane delivery rates isn’t much more than a guessing game nowadays. While many headlines point fingers at beleaguered Boeing and Spirit AeroSystems, aviation’s production woes are… Read More