Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- 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
Southwest, the “legacy LCC,” part 2: Bloated labor expense, difficult fleet strategy result in uncompetitive cost structure
Subscription Required Now open to all readers. By Judson Rollins Introduction May 20, 2024, © Leeham News: Southwest Airlines was founded on the principles of high employee productivity and low labor costs. But 53 years after beginning operations,… Read More
Boeing records loss in 2023, but better than expected results; no guidance for 2024
By Dan Catchpole Subscription Required Jan. 31, 2024 © Leeham News: Boeing posted a $5.8B loss in 2023, a substantial improvement over the previous year’s $11B loss. Boeing Commercial Airplanes even posted a $41M profit in the fourth… Read More
Spirit Focused on Delivering On Time and At Quality
By Dan Catchpole Subscription Required Nov. 6, 2023, © Leeham News: Spirit Aerosystems’ new CEO Pat Shanahan’s focus right now is “to restore confidence in the company” with its biggest customers—Airbus and Boeing. During a Nov. 1st conference… Read More
HOTR: China-US relations continue to dive
By the Leeham News team Oct. 17, 2022, © Leeham News: The G-7 meeting among the leaders of world’s top countries is next month. There were hopes that the USA’s President Biden and China’s President Xi would meet… Read More
HOTR: Compensation wins Southwest order for MAX
By the Leeham News Team March 29, 2021, © Leeham News: Southwest Airlines today announced an order for 100 Boeing 737-7 MAXes. The order was expected. The carrier also considered the Airbus A220-300. But any prospect of diverging… Read More
Supply chain focus: Safran’ s first 2020 quarter
By Bjorn Fehrm May 5, 2020, ©. Leeham News: Next out in our COVID19 supply chain focus is Safran Group. Safran, together with GE Aviation, is the largest supplier of turbofan engines to the World’s airliners. Their success… Read More
Seattle Times, reporting team win Pulitzer Prize for Boeing 737 MAX coverage
May 5, 2020, © Leeham News: The Seattle Times and its reporting team won a Pulitzer Prize, it was announced yesterday, for its coverage of the Boeing 737 MAX crisis. The team is Dominic Gates, Steve Miletich, Mike… Read More
Pontifications: In chaos there is opportunity for Boeing during MAX grounding
Feb. 17, 2020, © Leeham News: Boeing executives said that while the 737 MAX production is suspended, efficiencies are being implemented on the assembly lines. At a Cowen & Co. conference last week, EVP and CFO Greg Smith… Read More
Boeing 737 MAX 2020-23 backlog will require to 2026 to deliver: analysis
Subscription Required Introduction By Scott Hamilton Feb. 14, 2020, © Leeham News: It will take Boeing years to deliver new production airplanes scheduled for delivery in 2020-2023 because the restart of the 737 MAX production will fall far… Read More
Boeing sued in Seattle over 737 MAX
Feb. 13, 2020, © Leeham News: A Seattle law firm filed what is believed to be the first lawsuit over the Boeing 737 MAX crisis in King County Superior Court. King County includes Seattle and Renton, where Boeing’s… Read More