Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New aircraft technologies. Part 6. Fuselage manufacturing March 31, 2023
- Bjorn’s Corner: New aircraft technologies. Part 6P. Fuselage manufacturing March 31, 2023
- MCAS, The Aircraft Certification Act and the unintended consequences of Congressional Intervention March 30, 2023
- Pontifications: Technical challenges for UAMs, et al, only part of the problems March 28, 2023
- An uneven financial recovery among OEMs and Suppliers March 27, 2023
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
The Airbus and Boeing market outlooks, Part 2
Subscription Required By Vincent Valery Introduction Credit: Leeham Company LLC Sept. 19, 2022, © Leeham News: In the first article last week, we focused on the differences in market outlook assumptions between Airbus and Boeing. Despite similar levels… Read More
Pontifications: Boeing vows to maintain freighter dominance
June 27, 2022, © Leeham News: Boeing dominated the jet freighter market from the dawn of the jet age. It aims to keep its dominance. But for the first time since the collapse of McDonnell Douglas in 1997,… Read More
Commercial Aircraft programs duration from launch to delivery over the years
Subscription Required By Vincent Valery Introduction June 20, 2022, © Leeham News: New airplane programs used to come to market in four years. Now, the launch-to-entry-into-service period has been seven years or more. (Chinese and Russian programs take… Read More
Mind the gap between announced and actual production rates
Subscription Required By Vincent Valery Introduction May 9, 2022, © Leeham News: As passenger traffic is recovering from the COVID-19 pandemic, especially in the Americas and Western Europe, many airlines are eager to take delivery of more fuel-efficient… Read More
Spirit AeroSystems seeks bigger role in aftermarket
By Scott Hamilton May 5, 2022, © Leeham News: Spirit AeroSystems has had a tough couple of years. It’s not only had COVID to contend with, but its customer that provides more revenue than any other—Boeing—had a major… Read More
