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
United splits wide-body buy
United Airlines today (Dec. 08) ordered 25 Airbus A350s and 25 Boeing 787s with options for an equal number. It’s clear why UA did this: the A350 is too big to replace the Boeing 767-300 and the 787… Read More
USAirways defers Airbuses; may help in United competition
US Airways early this morning announced it has deferred deliveries of 54 Airbus wide- and narrow-body airplanes from 2010 to 2013 and beyond, including the A350 from 2015 to 2017. While a blow to Airbus on the one… Read More
Did Qantas further cut 787 orders?
The Center for Asia-Pacific Aviation (CAPA) reports that Qantas of Australia now only lists 25 firm 787 orders and 25 rights to purchase the airplane in its latest fleet plan. Boeing still shows 50 orders by the airline,… Read More
KC-767 to benefit from 787 “surge” line
Key points: The ability to increase production rates to sell more 767s in the coming years; Lower production costs, which will be built into the KC-X bid in the hot competition with the expected Northrop Grumman KC-30 submission…. Read More
Boeing to build 737 into 2020s: Bair
The Renton (WA) Reporter has this story that Boeing will continue to build the 737 into the 2020 decade, further extending the timeline for a replacement aircraft, says Mike Bair, vice president of Business Strategy and Marketing for… Read More
SPEEA: We’ll organize Charleston engineers
If Boeing decides to put the second 787 line in Charleston, isolating this work from SPEEA engineers in Puget Sound, SPEEA told this column it will immediately begin an organizing effort of engineers hired in or transferred to… Read More
Line 2 talks deadlocked: SEA Times
Dominic Gates at The Seattle Times has a story that’s important to Washington State and South Carolina: talks between Boeing and the IAM are deadlocked, he writes. Boeing wants a 10-year, no-strike contract in exchange for putting Line… Read More
Ahead of Boeing 3Q09 earnings787
Boeing releases its third quarter earnings tomorrow (Oct. 21). The company has already announced another $1bn write down for the 747-8 program and some aerospace analysts are predicting another $2.5bn write-off for the 787. The company said it… Read More
Boeing files permits for SC for new assembly building
Boeing has filed for permits in Charleston (SC) to clear more than 80 acres of forest to make way for an assembly site and delivery center, taxiways and related stuff. The building would be 720,000 sq. ft. Boeing… Read More
Washington State pitches 787 Line 2
Washington State last week made a pitch to the new Boeing Commercial Airplanes CEO James Albaugh for locating the second 787 assembly line in Everett, the home of Boeing’s wide body production. Charleston (SC) is competing for the… Read More