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

Pontifications: Calhoun’s third year anniversary as Boeing’s CEO

Subscription Required By Scott Hamilton Jan. 10, 2023, © Leeham News: In three days, David Calhoun will “celebrate” his third anniversary as the chief executive officer of The Boeing Co. I put “celebrate” in quotes because I’m not… Read More

Outlook 2023: stabilizing operations at Boeing

  Leeham News in addition to Twitter, Facebook and Linkedin, may now be found on Post.news here and on Mastodon here. Subscription Required By Vincent Valery and Scott Hamilton Introduction   Jan. 5, 2023, © Leeham News: LNA wrote… 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