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
Lockheed praises Tanker Decision
In what can only fall into the “wow” category, Lockheed Martin–the USA’s #1 defense contractor–praised the US Air Force for looking beyond the US shores in awarding the KC-X tanker contract to a consortium consisting of Northrop Grumman… Read More
Obscure tanker protest may muddy waters
An obscure protest of the USAF tanker award to Northrop Grumman by a two-person company might muddy the waters in the protest by Boeing if allegations contained in the protest prove to have substance. This protest focuses principally… Read More
GAO Protests often fail, Boeing concedes
Reuters published this piece late Thursday about Boeing’s concession that protests over government awards often fail. Boeing, of course, is talking about its protest to the Government Accountability Office over the USAF award to Northrop Grumman for the… Read More
“White Paper” rips Tanker Award
A labor union of technical engineers issued an 11-page “white paper” today ripping the USAF tanker contract award to Northrop Grumman and the KC-30 over the Boeing KC-767. The two page press release summarizes the white paper findings…. Read More
Another You Read It Here First
Bloomberg reports today that Airbus cut its A380 sales forecast this year to 20 from 30, but we reported this last week on our Corporate Website.
“No” to A350 aid
Bloomberg News reports that Airbus has asked for US$18 billion in financial aid for development of the A350 XWB. (Holy smokes, the price of things has gone up.) Here’s the report from The Seattle Times. Boeing, predictably, doesn’t… Read More
Airbus worth “less than zero”
This Bloomberg report quotes Lehman Brothers’ aerospace analyst as concluding there is no value attributable to Airbus reflected in the share price of parent EADS. The value of EADS’ non-Airbus business make up all the share price. Morgan… Read More
Boeing Environmental Report
Boeing just issued a 50 page report on its approach to environmental issues. In addition to the link here, we’ve added this permanently under our Green Aviation section. Boeing is participating our our Eco-Aviation conference June 18-20 in… Read More
You read it here first: 767 production boost
The Seattle Post-Intelligencer reports today that Boeing plans to double production on the 767 line to accommodate airlines affected by the delays in the 787 program. We reported this back on April 15. The P-I reports production will… Read More
EADS’ ex-lobbyist quits McCain campaign
It generated a lot of headlines at the time of the USAF aerial tanker contract award to Northrop Grumman when it was revealed that a campaign adviser to Republican presidential candidate US Sen. John McCain one time had… Read More