Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
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
Q3 Earnings: Hexcel’s Composites Rides The OEM Production Rate Ramp Up Wave, But Margins Pressures Persist
By Chris Sloan Oct. 25, 2023, © Leeham News – Hexcel Corporation, a tier four carbon fiber supplier best known for its significant contributions to all-composite Boeing 787 and Airbus A350s, reported substantial overall Q3 revenues despite inflationary… 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