FY and Q4 2023 Earnings: Hexcel’s Sales and Margins Expectations Miss Draw The Ire of Analysts

By Chris Sloan Jan. 25, 2024, © Leeham News  – Advanced composite materials maker Hexcel received a drubbing from analysts for reduced narrowbody sales in the most recent quarter. “This is the second quarter in a row that… Read More

Managing supply chain stress continues

Subscription Required By Scott Hamilton Jan. 9, 2024, © Leeham News: The COVID-19 pandemic impact on aerospace and its supply chain was deep and long lasting. The airframe and engine manufacturers haven’t fully recovered. Part of the reason… Read More

Howmet Aerospace Exhibits Strong Revenue Growth Driven By Commercial Aerospace, Girds For OE Rate Increases

Subscription required By Chris Sloan Nov. 1, 2023, © Leeham News : Howmet Aerospace reported third-quarter revenues of $1.66bn, up 16% year over year, primarily driven by growth in commercial aerospace of 23%. Overall, the company achieved an… Read More

Q3 Earnings: Hexcel’s Composites Rides The OEM Production Rate Ramp Up Wave, But Margins Pressures Persist

By Chris Sloan Oct. 25, 2023, © Leeham News  – Hexcel Corporation, a tier four carbon fiber supplier best known for its significant contributions to all-composite Boeing 787 and Airbus A350s, reported substantial overall Q3 revenues despite inflationary… Read More

The reality behind the eVTOL industry’s hyperbole, Part 4.

Subscription required By Bjorn Fehrm August 3, 2023, © Leeham News: We look at the promises that the VTOL industry has made in their Investor prospects and the reality as they come closer to Certification and Production. After… 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

Suppliers remain hunkered down as pandemic recovery may stall

Subscription Required By Scott Hamilton Introduction March 8, 2021, © Leeham News: Aerospace suppliers continue to struggle even as passenger airlines begin to gingerly place new aircraft orders and Boeing resumes production of the 737 MAX. Airbus continues… Read More