Leeham News and Analysis
There's more to real news than a news release.
Tier 1 suppliers are a “failed market”
Subscription Required By Scott Hamilton Feb. 20, 2025, © Leeham News: The Tier 1 supply chain is all but dead. Kevin Michaels. This rather startling conclusion belongs to Kevin Michaels, the managing director of the consulting firm Aerodynamic… Read More
Global instability poses questions for aerospace industry
By the Leeham News Team Dec 9, 2024, © Leeham News: The global aerospace sector is facing significant uncertainty as geopolitical tensions, including trade disputes and security concerns, weigh heavily on sections of the industry. China Southern Airlines… Read More
Pontifications: Ihssane Mounir’s big challenge at Boeing
Feb. 14, 2023, © Leeham News: Ihssane Mounir was named senior vice president of Global Supply Chain and Fabrication for Boeing Commercial Airplanes (BCA). Appointed in December, he previously was the top salesman for BCA. Mounir has a… Read More
HOTR: Boeing slammed in absentia at conference
By the Leeham News Team Feb. 9, 2023, © Leeham News: Boeing wasn’t present, but that didn’t stop a succession of speakers and suppliers from slamming the company during the annual meeting of the Pacific Northwest Aerospace Alliance… Read More
HOTR: Shakeout of P2F companies coming
By the Leeham News Team May 3, 2022, © Leeham News: A shakeout in the number of passenger-to-freighter conversion companies is coming, say industry stakeholders. The conversion industry has seen a number of new lines and new entrants… Read More
Podcast: 10 Minutes About Airbus’ Design and Production transformation
June 30, 2021 © Leeham News: Yesterday’s 10 Minutes About discussed Boeing’s drive toward a dramatic new way to design and produce new airplanes. Today’s 10 Minutes About looks at how Airbus is approaching the same challenge.
Pontifications: Jets took 30 years to match piston efficiency
Aug. 28, 2017, © Leeham Co.: Airline officials want their airplanes to sip fuel and the engine and airframe manufacturers work mightily to shave even 1% off of consumption. The Airbus A320neo, Boeing 737 MAX, A330neo, A350 and… Read More
Boeing’s BHAG: Is $50bn Service Revenue Goal Achievable?
Special to Leeham News and Comment By Kevin Michaels, Managing Director, AeroDynamic Advisory Business gurus Jim Collins and Jerry Porras coined the phrase “Big Hairy Audacious Goal” (BHAG) to describe a business objective which is highly ambitious, galvanizes… Read More
Pontifications: Boeing’s long-term message doesn’t resonate
Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More