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
Suppliers confirm Airbus, Boeing rate hike studies to 70/mo for single-aisles
April 26, 2018, © Leeham News: Two suppliers publicly confirmed what’s been whispered for months: Airbus and Boeing are checking with the supply chain about taking production rates of the A320 and 737 families to 70/mo. Representatives of… Read More
Pontifications: Uncontained engine failures are rare but not unknown
April 23, 2018, © Leeham News: Last week’s engine malfunction on a Southwest Airlines Boeing 737-700 was another in a rare, but not unknown, uncontained engine anomaly in recent years. All recent similar failures didn’t cause a loss… Read More
Leveraged Go Air plans major expansion
April 13, 2018, © Leeham News: Go Air of India is the fourth-ranked low-cost carrier by market share, with big ambitions. The airline had only 32 airplanes at the end of last year but had more than 140… Read More
China tariffs on Boeing unlikely
Analysis March 14, 2018 © Leeham News: Boeing is unlikely to face retaliatory tariffs from China following President Trump’s imposition of tariffs on China’s steel industry. LNC believes China’s own self-interest for its airline, leasing and aerospace industry… Read More
Pontifications: Small suppliers prepare for production transformation
March 12, 2018 © Leeham Co.: When it comes to preparing for increasing automation, robotics and transforming the way airliners will be built in the future, focus rests primarily on the big OEMs and suppliers. The small suppliers… Read More
Insignificant impact on Boeing from aluminum tariff: JP Morgan
March 2, 2018, © Leeham Co.: President Trump this week announced tariffs of 25% and 10% on steel and aluminum imports, sparking a sharp stock sell-off and provoking fears of a trade war. Ever parochial in its coverage,… Read More
Airbus, Boeing likely to push for 70/mo single aisle airplane production rates: analysis
Subscription Required Introduction Feb. 19, 2018, © Leeham Co.: Production rates for the Airbus A320 and Boeing 737 families are already at record levels, and heading higher. Airbus plans to hit a production rate of 60/mo next year…. Read More
Airbus delivers record 718 aircraft amid strong sales
By Bjorn Fehrm January 15, 2018, ©. Leeham Co: Airbus announced record 2017 airliner deliveries of 718 aircraft today. It was the 15th consecutive year of increased production, this time with 30 aircraft over 2016. Fabrice Bregier, the Chief Operating… Read More