Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
- 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
Failed bail-out bad news for aviation
The collapse of the $700 billion bailout of the US financial system is bad news for aviation. The capital markets were already driving up pricing on debt and driving out many lending institutions from the aviation market. Airbus… Read More
What now for the tanker?
In today’s column we discuss the tanker, how much the IAM strike is costing Boeing every day and how long the strike may last. Out of all the twists and turns in the seven year old effort to… Read More
Airbus: jobs and cost cutting
Airbus has hit the news this week with a series of stories about jobs and cost-cutting. September 9: International Herald Tribune: No job cuts, just more US$ purchases. Reuters: From Tunisia, with love. Business Week: Airbus seeks new… Read More
What’s next at Boeing?
If the IAM didn’t have enough reason before to be concerned about out-sourcing, here’s another: Mitsubishi just announced it’s entered a deal with Boeing for its support in building the MRJ regional jet. The so-called Japanese Heavy is… Read More
And now about Airbus
Boeing has dominated the news in recent weeks because of the tanker and the IAM contract negotiations. At long last, here’s some news about Airbus. The company is actively talking about stretching the A380-800 to a -900, 1,000… Read More
Predictable and disappointing
Northrop Grumman’s opposition to granting Boeing’s request for a six month response time instead of 45-60 days for the re-bid on the KC-X competition is predictable and disappointing. Boeing also threatened to no-bid the contract if it doesn’t… Read More
6 more months makes sense
(Updated 0730 AM PDT with references to EADS North America COO John Young and the “KC-35.”) Giving Boeing six more months to come up with a revised bid is a prudent and reasonable thing to do. Here’s why…. Read More
Italy to penalize Boeing on tanker
Bloomberg just moved this story, reporting the Italy will fine Boeing for its late KC-767 tanker, following penalties assessed by Japan. Update, 1145 AM PDT: We’ve been on the phone with reporters this morning discussing the tanker competition… Read More