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
Odds and Ends: Dominating Wide-Bodies; Trying to save the 747-8; Delta waits; China OKs 787
Dominating Wide-Bodies: Boeing claimed at its investors’ day yesterday it will dominate the wide-body sector. This, predictably, caused some mirth among our Reader Comments. We agree with Boeing–for the next several years. The 777-9X will have a monopoly… Read More
Boeing’s McNerney: Interest in 787-10, 777X high; “our airplanes are better than theirs”
Boeing held an investors’ conference today that began at zero dark thirty PDT, so we weren’t up to listen to the webcast. The PDF presentations are here. According to news reports, McNerney said interest in the forthcoming 787-10… Read More
Odds and Ends: Boeing ponders 787 rate hike; A350 fly-by at PAS?; EMB wins order for E-Jet
787 Rate Hike: Boeing CEO Jim McNerney acknowledged the company is considering a production rate hike for the 787. Readers here know we’ve been saying for months this is necessary for the 787-10 and to open up delivery… Read More
United returns 787 to service today; WSJ points to other issues
United Airlines is the latest carrier to return the Boeing 787 to service today, on a route from Houston to Chicago. UAL CEO Jeff Smisek is joined by Boeing CEO Jim McNerney on the flight. Meantime, the Wall… Read More
Assessing the A350 program
News from EADS that it is beginning to consider another Airbus A350 assembly line, or ramping up production more quickly than currently planned, to accommodate increasing demand for the -1000 validates a desire expressed months ago by John… Read More
EADS earnings and Airbus A350, A380 updates
EADS reported its first quarter earnings and in the process reiterated plans to fly the Airbus A350 in June. Speculation remains rampant that Airbus will fly the airplane in time for the Paris Air Show. Meantime, sales for the… Read More
Odds and Ends: Independents like battery fix; 787 test flight today?; JAL and A350; PAL and 777X
Back to the 787 batteries: The Seattle Times had this story Saturday in which it talked with independent experts who like the battery fix proposed by Boeing. The Time also reported that the first of two test flights… Read More