Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing 2024 Proxy Statement: Executive Compensation includes retirement gifts for Calhoun, Deal; housing support for Ortberg, Pope, and other stuff March 17, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 13. March 14, 2025
- Rolls-Royce’s remarkable turnaround March 13, 2025
- NASA hit by DOGE layoffs, office closures; Boeing’s X-66A R&D continues for now March 11, 2025
- Boeing faces three labor contracts expiring this year March 10, 2025
Airbus 2024 results: “A decent year in a challenging environment”.
By Bjorn Fehrm February 20, 2025, © Leeham News in Toulouse: The headline uses the words of Airbus CEO Guillame Faury when he opened the presentation of Airbus 2024 results in Toulouse today. It was a session where… Read More
JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market
By Scott Hamilton Subscription Required JetZero Z4 commercial BWB and USAF tanker concepts. Credit: JetZero. Feb. 10, 2025, © Leeham News: There will be a surge in aircraft replacement requirements as today’s Airbus A320neos and Boeing 737 MAXes… Read More
Engineering, Innovation is our DNA: Embraer
Subscription Required By Scott Hamilton Nov. 25, 2024, © Leeham News: Embraer’s revenues may be small compared to Airbus and Boeing. Luis Carlos Affonso. Credit: Embraer. But “under the hood,” the company is, in many respects, more innovative… Read More
No changes to US labor Scope Clauses for indefinite future, says Embraer
Subscription Required By Scott Hamilton Nov. 22, 2024, © Leeham News: Embraer doesn’t see any changes in the US airline labor contract Scope Clause for the foreseeable future. This means that the E175-E1, equipped with previous generation engines,… Read More
Ortberg taps Mulally, Conner about Boeing’s recovery
By Scott Hamilton Nov. 8, 2024, © Leeham News: When Kelly Ortberg assumed the chief executive’s slot at the ailing Boeing Co., he knew the company well as an outsider. Ortberg had been CEO of Rockwell Collins, a… Read More
Airbus looks to larger A220, insists not a threat to A320
Subscription Required By Leeham News Team Nov 4, 2024, © Leeham News: Airbus sees potential for an up-gauged A220 aircraft, but that would not pose a threat to the future viability of the A320 family, the company’s SVP… Read More
Five years to produce 737s at 50/mo, consultancy predicts
Subscription Required By Scott Hamilton Oct. 31, 2024, © Leeham News: When Boeing held its first investors day since 2018 in November 2022, then-CEO David Calhoun projected that the production rate for the 737 would be 50/mo sometime… 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
How Boeing’s actions affect Products, Airbus: Analysis (Update)
Updated Oct. 12 with new and clarifying information. By Scott Hamilton Oct. 11, 2024, © Leeham News: Boeing’s late announcement today of a 10% company-wide layoff of its 170,000 leaves a lot of questions. Boeing managers were told… Read More
Bjorn’s Corner: New engine development. Part 26. New versus old, Trent 1000 vs. XWB
September 27, 2024, ©. Leeham News: We do an article series about engine development and why it has longer timelines than airframe development. It also carries larger risks of product maturity problems when it enters service than the… Read More
