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
Do the Boeing 787 sums add up?
By Bjorn Fehrm Subscription required. Introduction Oct. 19, 2015, ©. Leeham Co: Boeing presents its Q3 2015 results on Wednesday. This is a hotly awaited presentation, as analysts then will get another data point in their quest to understand… Read More
Cost cuts remains priority, challenge at Boeing
Subscription required. Introduction Dennis Muilenburg, president and CEO of The Boeing Co., from July 1. Photo via Google images. June 29, 2015, © Leeham Co. Cost control is going to be one of the top priorities of Dennis… Read More
Jet Airways, Kenya Airways dumping Boeing 777s
Jet Airways is disposing of all 10 Boeing 777-300ERs (five of which are already leased out) and Kenya Airways is disposing of three 777-300ERs, according to published reports from the regions. The Jet aircraft are 2007 and newer;… Read More
A380, 10 years later
April 28, 2015: Airbus is celebrating 10 years of its A380 super jumbo. Just about everybody else is taking pot shots at it. There’s little doubt the airplane is a masterful achievement. But production miscues delayed the airplane… Read More
Pontifications: “Everyone” deferring Boeing 787s? Not hardly.
April 27, 2015: c. Leeham Co. With the announcement on the 1Q2015 earnings call that American Airlines is deferring Boeing 787s, I received an inquiry from a media person: what is it with the 787 that “everyone” is… Read More
United Airlines revises fleet plan
April 23, 2015: United Airlines announced its 1Q2015 earnings today (which will eventually be posted with commentary on SkyWriterAviation.aero). What caught our eye in the press release was the following. United will: Complete the removal of more than… Read More
Boeing remains confident it will fill 777 production gap; cash flow to remain strong
Dec. 3, 2014: Boeing remains “confident” it will be able to bridge the 777 Classic production line at current rates to the introduction of the 777X in 2020, including some “feathering” of the two airplanes. Boeing president and… Read More
Airbus wins Delta wide-body order
Airbus has won the hotly-contested competition for 50 wide-body airplanes, two sources tell Leeham News and Comment. Airbus will sell Delta 25 A350-900s and 25 A330-900s, our sources say. Rolls-Royce is the sole-source engine supplier. Boeing hoped to… Read More