Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New aircraft technologies. Part 14. Airframe for lower friction drag May 26, 2023
- Bjorn’s Corner: New aircraft technologies. Part 14P. Airframe for lower friction drag May 26, 2023
- The Small Airliner Problem, Part 6 May 25, 2023
- Pontifications: Looking ahead to a major Defense procurement: Boeing vs Lockheed-Airbus May 23, 2023
- Making the case for competing the next USAF tanker procurement May 22, 2023
Howmet: Supplier still cautious about rate increases at Airbus, Boeing
Subscription required By Bryan Corliss March 3, 2023 © Leeham News – Executives at Howmet Aerospace – who got burned in 2022 when expected production rate increases at aircraft OEMs didn’t materialize – said Tuesday they’re still taking… Read More
Pontifications: Engine makers’ business model needs overhaul
May 2, 2023, © Leeham News: The business models for engine makers for decades have been simple: deeply, deeply discount the engines on the sale and make up the revenue and profits on the maintenance, overhaul, and repair… Read More
Pontifications: New GAO report shows how aviation industry repeatedly failed to meet eco-aviation goals
April 4, 2023, © Leeham News: A new study by the US Government Accountability Office (GAO) makes clear how the US airline industry effort has been anemic in reducing emissions over the last 20 years. In fact, despite… Read More
An uneven financial recovery among OEMs and Suppliers
Subscription Required By Vincent Valery Introduction March 27, 2023, © Leeham News: In an article last year, LNA highlighted the divergence in the post-Covid-19 recovery among OEMs and select Tier 1 suppliers. Airbus had higher profits than before… Read More
CFM to increase LEAP production 50% this year, GE Aerospace executives say
Subscription Required By Bryan Corliss March 10, 2023, © Leeham News – GE Aerospace executives said Thursday that production of LEAP engines will increase 50% this year to meet increased demand from Boeing and Airbus. LEAP engines, which… Read More
HOTR: China’s desire for aerospace self-sufficiency threatens Airbus, Boeing
By the Leeham News Team China’s goal for C919 China’s state-run aviation industry is working toward self-sufficiency because of sanctions. But it is these same sanctions that will make it difficult to achieve. Beijing wants to shift to… Read More
Pontifications: One “good” engine in future for RR, faulty business strategy and model: JP Morgan
Feb. 7, 2023, © Leeham News: Our report last week about Rolls-Royce’s new CEO characterizing the company in dire straits is just part of the story. Shortly before that, on January 18, JP Morgan issued a 38-page dissection… Read More
Outlook 2023: stabilizing operations at Boeing
Leeham News in addition to Twitter, Facebook and Linkedin, may now be found on Post.news here and on Mastodon here. Subscription Required By Vincent Valery and Scott Hamilton Introduction Jan. 5, 2023, © Leeham News: LNA wrote… Read More
Pontifications: Southwest meltdown (its second in 3 months) is a day of reckoning; what will it do to fix it?
Jan. 3, 2023, © Leeham News: I’ve been employed by, consulting, or writing about the airline industry for 43 years. I’ve seen plenty of times when flights were disrupted. There was 9/11, in which the US skies were… Read More
HOTR: Supply chain hurts A220 assembly flow, big push to meet year-end delivery target
By the Leeham News Team Dec. 20, 2022, © Leeham News: Airbus’ woes with the A320 family production line are widely reported. So are Boeing’s woes with the 737 line. Less well reported are the woes Airbus has… Read More