Leeham News and Analysis
There's more to real news than a news release.
Updated with earnings call: Spirit Aerosystems reports 1Q loss, expect worse 2Q
By Scott Hamilton May 6, 2020, © Leeham News: Spirit Aerosystems, a major supplier to Boeing and Airbus, reported a net loss of $163m for the first quarter. The loss was a negative margin of 15.5% on revenues… Read More
Engine OEMs forecast big hit to aftermarket revenue
Subscription Required Now open to all readers. By Scott Hamilton May 5, 2020, © Leeham News: The COVID crisis will damage the aerospace aftermarket in ways that are only beginning to be understood. As key companies report 1Q… Read More
Bjorn’s Corner: Why e in ePlane shall stand for environment, Part 20. Wrapup.
May 1, 2020, ©. Leeham News: We now wrap the series about technologies that can help reduce air transport’s environmental footprint. I wrote in the first article, December 13: We have lost our way in our search for… Read More
HOTR: Product development another victim of virus crisis
By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.
Analysis: The collapse of the Boeing-Embraer joint venture
By the Leeham News Team Analysis April 25, 2020, © Leeham News: The Boeing-Embraer joint venture is off. Boeing called off the JV, saying Embraer didn’t satisfy all the conditions required. The impact to Embraer is more profound… Read More
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More