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
Excluding China in Boeing forecast recognizes trade, geopolitical realities
Subscription Required By Scott Hamilton Nov. 8, 2022, © Leeham News: Boeing CEO David Calhoun last week said Boeing’s future through at least 2025/2026 doesn’t include assuming China is part of its equations. It’s a good thing. Relations… Read More
How Boeing can pursue new airplane sooner than 2030 decade
Subscription Required By Scott Hamilton Nov. 7, 2022, © Leeham News: Boeing is methodically working through the full return of the 737 MAX to service, a process that will continue to early 2025 to clear the stored inventory…. Read More
China still needs Boeing as much as Boeing needs China, despite interminable limbo
Subscription Required By Scott Hamilton Oct. 31, 2022, © Leeham News: China needs Boeing as much as Boeing needs China was the conclusion of an analysis by LNA in July 2021. A trade expert last week agreed. Airbus… Read More
Pontifications: Two sentences described Boeing’s last two years
Oct. 24, 2022, © Leeham News: The question to Boeing CEO David Calhoun was put in levity. His response was telling. Susanne Clark, the president of the US Chamber of Commerce, noted before last month’s Aerospace Summit that… Read More
Engine Development. Part 9. Gearbox or not?
Subscription Required By Bjorn Fehrm Introduction October 13, 2022, © Leeham News: In our series, we look at the development of the latest single-aisle engines. Should these be geared? What do you gain and risk with a geared… Read More
Pontifications: Some customers face 3 month delays in current 737 MAX delivery stream
Sept. 5, 2022, © Leeham News: Boeing has been delivering 737s from its stored inventory and its new production line more slowly than desired. Some customers face a three-month delay, even as Boeing tries to return to normalcy… Read More
Pontifications: Signs point to China OK soon for Boeing deliveries, orders
Aug. 29, 2022, © Leeham News: The Chinese government appears on a path toward authorizing Boeing to resume deliveries to airlines by or early in the fourth quarter, China watchers tell LNA. China hasn’t placed new orders for… Read More
Orders at Risk: Summer 2022 Snapshot
Subscription Required By Vincent Valery Introduction Aug. 22, 2022, © Leeham News: The ink has now dried on the orders signed at the 2022 Farnborough Air Show. Boeing announced more orders than Airbus, mainly because of a sold-out… Read More
Can China pass on Boeing airplanes? A deeper look
Subscription Required By Vincent Valery Introduction Aug. 8, 2022, © Leeham News: The FAA lifted the Boeing 737 MAX grounding more than 18 months ago. However, Chinese airlines still have not returned their 737 MAX fleets to passenger… Read More