Pontifications: Complacency, arrogance aren’t a Boeing exclusive

March 21, 2023, © Leeham News: Airbus is resting on its laurels while Boeing struggles to recover from one crisis after another since the March 2019 grounding of the global 737 MAX fleet. Multiple sources tell me that… Read More

Regulatory filings spell out key 2023 challenges for Boeing, Airbus

Subscription required By Bryan Corliss March 20, 2023, © Leeham News – In a filing with federal regulators, The Boeing Co. acknowledges it struggled to stabilize 737 MAX production rates at 31 a month last year. However, the… Read More

Pontifications: One step forward, two steps back for Boeing

March 14, 2023, © Leeham News: There is a phrase in the US about the politician’s dance: one step forward, two steps back and a sidestep. I couldn’t help but this about this dance step in connection with… Read More

New software issue delays some 737 MAX deliveries/Update

By Scott Hamilton and Laura Mueller  Update, March 9, 2023: Some readers have interpreted this story as reporting that new deliveries directly from Boeing are being delayed. The wording is somewhat ambiguous. To clarify, airplanes purchased by lessors–who… 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

A deep dive into the twin-aisle market

Subscription Required By Vincent Valery Introduction   Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More

Orders at risk: Year-End 2022 snapshot

Subscription Required By Vincent Valery Introduction   Feb. 6, 2023, © Leeham News: With the publication of the Airbus and Boeing announcing  2022 orders and deliveries last month, and Boeing’s published its 2022 Annual Report (10-K), we undertake our… Read More

Boeing to add 4th 737 FAL at underutilized Everett plant

Subscription Required By Scott Hamilton Jan. 30, 2023, © Leeham News: Boeing will establish a fourth final assembly line (FAL) for the 737 in the vast Everett (WA) assembly plant in 2024. The company announced the move internally… Read More

Hexcel reports increased demand for aerospace composites as industry rebounds

By Bryan Corliss Jan. 27, 2023, © Leeham News: Composites materials supplier Hexcel Corp. reported that its fourth-quarter sales were up 29% over the same period last year, driven by increased demand from all across the aerospace industry…. Read More

GE, Raytheon report orders surges, but labor and supply chain headwinds

By Bryan Corliss Jan. 24, 2023, © Leeham News – Aerospace suppliers GE and Raytheon both reported fourth-quarter sales surges, as the commercial aviation industry continued its recovery from the worst of the Covid pandemic.  Both companies also… Read More