Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing, Airbus still struggle with supply chains and personnel shortages December 13, 2024
- Airbus procurement head “convinced” supply chain issues are on right path December 12, 2024
- CFM gets FAA and EASA certification for a more robust LEAP-1A turbine. December 10, 2024
- Global instability poses questions for aerospace industry December 9, 2024
- How Trump tariffs affected, and could affect, Airbus, Boeing and Embraer December 6, 2024
Airbus procurement head “convinced” supply chain issues are on right path
Subscription Required By Scott Hamilton Juergen Westermeier, head of procurement for Airbus. Source: Airbus. Dec. 12, 2024, © Leeham News: Airbus wants to sharply increase the production rates of its A220, A320, and A350 lines between now and… Read More
Airbus 9 month 2024 results: Inventory build-up for Q4 and Space Business lowers results
By Bjorn Fehrm October 30, 2024, © Leeham News: Airbus has presented its results for the first nine months of 2024. The operational result (EBIT Adjusted) is €0.8bn lower than in 9M2023, caused by an inventory increase of… Read More
Longshoreman strike adds to Airbus, Boeing woes
Update, Oct. 3: The Longshoreman’s union and the employers agreed to a 62% pay hike over six years. The strike has been called off. By Scott Hamilton Oct. 1, 2024, © Leeham News: As if the aviation industry… Read More
Airbus a sideshow in Boeing-Spirit deal, but intertwined
Subscription Required By the Leeham News Team Aug. 9, 2024, © Leeham News: The financial results for the first half of 2024 are in for the corporations of the aviation industry and it has been a mixed bag… Read More
Airbus sees 3.8% growth in new aircraft deliveries through 2043 vs last year’s forecast
Subscription Required By Scott Hamilton July 15, 2024, © Leeham News: Airbus boosted its 20 year forecast for new aircraft deliveries by 3.8% compared with last year’s Global Market Forecast (GMF). Single aisle mainline aircraft (ie, no regional… Read More
Embraer’s outlook improves as supply chain stabilizes, near-term availability drives demand
Subscription Required By Judson Rollins Introduction July 8, 2024, © Leeham News: Embraer is on track for a relatively upbeat Farnborough Airshow later this month, having been spared most of the supply chain headwinds plaguing Airbus and Boeing…. Read More
Boeing is fighting fire with fire in reacquiring Spirit Aero (Updated)
Subscription required By Dan Catchpole Analysis July 1, 2024, © Leeham News: This is an analysis of Boeing’s reported $4.7 billion purchase Spirit AeroSystems, as Reuters reported Sunday. First, let’s set the frame. Boeing seems incapable of doing… Read More
Southwest could solve its MAX 7 woes … by buying Breeze?
Subscription Required By Judson Rollins Introduction May 6, 2024, © Leeham News: Southwest Airlines, still awaiting the certification and delivery of the Boeing 737 MAX 7 as a replacement for its aging 737-700s, might have an unorthodox alternative:… Read More
