Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Odds and Ends: Dominating Wide-Bodies; Trying to save the 747-8; Delta waits; China OKs 787
Dominating Wide-Bodies: Boeing claimed at its investors’ day yesterday it will dominate the wide-body sector. This, predictably, caused some mirth among our Reader Comments. We agree with Boeing–for the next several years. The 777-9X will have a monopoly… Read More
Odds and Ends: Boeing’s presence in Seattle; 747-8 future; Japan awaits 787 NTSB hearings; Airport delays
Boeing’s presence in Seattle: Bill Virgin, a respected local journalist and observer of aerospace and manufacturing, wrote this column for the Tacoma News-Tribune looking at Boeing’s future presence in the Seattle area. The points Virgin raise are valid,… Read More
Single-Aisle backlog market share between the Big Two
The rivalry between Airbus and Boeing intensified in recent weeks with Airbus landing another major order from a previously exclusive Boeing customer, LionAir. Boeing announced another major order just a day later, Ryanair, retaining exclusivity with this customer…. Read More
McNerney on unions and other stuff; where will 777X be built?
Note to Readers wishing to comment: See this article and our Comment #35 and be forewarned. Boeing CEO Jim McNerney is cited in the Puget Sound Business Journal on labor unions, China and other stuff from his appearance… Read More
Odds and Ends: Post-SPEEA Vote; LionAir and RyanAir; ANA skeptical of Boeing timeline
Post-SPEEA Vote: The ratification of the contract offer by Boeing by the SPEEA technical workers is welcome news. It gives Boeing and its stakeholders certainty at a time when the 787 issues remain outstanding and the developmental programs… Read More
Odds and Ends: Second SPEEA vote results tomorrow night; Big LionAir-Airbus order finally ready
SPEEA vote tomorrow night: Update: Tomorrow is now today; the SPEEA vote results will be counted tonight (Monday). The revote by SPEEA technical workers will be counted Monday night. Technical workers rejected the best and final offer from… Read More
Boeing’s Ray Conner speaks to JP Morgan conference
Ray Conner, CEO of Boeing Commercial Airplanes, appeared today at the JP Morgan aerospace conference. Here is a running synopsis: Ray Conner (RC) Joe Nadol (JN) of JP Morgan: RC: It’s important to recognize that batteries are not… Read More
US Airways’ 757 problem
Notation: Lan Chile has canceled Boeing 787 flights through June. US Airways has a large fleet of aging Boeing 757s it needs to replace. The problem is, a carrier official says, neither the Airbus A321neo nor the Boeing… Read More