Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer versus Boeing JV arbitration decision results in $150m cash payment September 16, 2024
- Why the IAM 751 rejected the Boeing contract and what is needed for approval September 16, 2024
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 23. New versus old, GTF versus V2500 September 13, 2024
- IAM files Unfair Labor Practice against Boeing in thumping rejection of contract September 13, 2024
Quality Will Drive Pay for Spirit Executives
By Dan Catchpole Feb. 6, 2024 © Leeham News: Quality more than quantity will drive Spirit Aerosystems executives’ compensation when the company unveils its new formula when it files its proxy statement in March, the company’s CEO Pat… Read More
Boeing Cuts 737 Delivery Estimate in Blood Red 3Q Earnings Report
By Dan Catchpole October 25, 2023, © Leeham News: Boeing slashed its 737 MAX delivery forecast for the year to between 375 and 400 in its third quarter earnings report on Wednesday. The company attributed the cut to… Read More
Q3 Could Be Boeing’s Reddest Earnings Report This Year
Subscription Required By Dan Catchpole The U.S. Air Force accepted the first of five T-7A Red Hawk test aircraft from Boeing on Sep. 14th. (Image courtesy of USAF and Boeing Co.) October 23, 2023, © Leeham News: Wall… Read More
Spirit Aero losses, cash burn continue
Subscription Required By Scott Hamilton Aug. 7, 2023, © Leeham News: Spirit AeroSystems reported another loss-making quarter last week as more special charges in Airbus and Boeing programs. Spirit is a major supplier to Airbus and Boeing. Airbus… Read More
Pontifications: NASA pulls the plug on electric airplanes
Some odds and ends after three weeks on the road. NASA pulls the plug on electric airplane research. NASA and Boeing’s Transonic Truss Brace Wing contract. Engines and the TTBW. July 18, 2023, © Leeham News: When NASA… Read More
Pontifications: Bumps ahead notwithstanding, Boeing sees steady recovery
Feb. 21, 2023, © Leeham News: Boeing will have some bumps in the road (or maybe I should say, some turbulence) now and then, but its chief financial officer is confident the company is solidly on its way… Read More
Pontifications: Southwest meltdown (its second in 3 months) is a day of reckoning; what will it do to fix it?
Jan. 3, 2023, © Leeham News: I’ve been employed by, consulting, or writing about the airline industry for 43 years. I’ve seen plenty of times when flights were disrupted. There was 9/11, in which the US skies were… Read More
HOTR: Supply chain hurts A220 assembly flow, big push to meet year-end delivery target
By the Leeham News Team Dec. 20, 2022, © Leeham News: Airbus’ woes with the A320 family production line are widely reported. So are Boeing’s woes with the 737 line. Less well reported are the woes Airbus has… Read More
United orders 100 Boeing 787s, 100 Boeing 737s, defers Airbus A350 again
Dec. 13, 2022, © Leeham News: United Airlines today announced a massive order for 100 Boeing 787s and 100 Boeing 737 MAXes. Sub-types weren’t announced. Neither were the engine types for the 787s, which are powered by either… Read More
Pontifications: Analysts overlook Boeing losses for cash flow gain; what’s behind the jump in charges?
Oct. 31, 2022, © Leeham News: Boeing last week surprised Wall Street aerospace analysts with a huge loss instead of the expected profit for the third quarter. But positive cash flow was the metric the analysts focused on…. Read More