Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Pontifications: Boeing needs massive reset, and not just with labor October 14, 2024
- How Boeing’s actions affect Products, Airbus: Analysis (Update) October 11, 2024
- Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs October 11, 2024
- Bjorn’s Corner: New engine development. Part 28. Wrapup. October 11, 2024
- Boeing strike hits suppliers, Airbus steps in October 10, 2024
Machinists want new Boeing contract ensuring work for decades to come
Subscription required By Dan Catchpole Updated 2:35 p.m., March 4, 2024 The IAM 741 began promoting a strike fund for 2024 Boeing contract negotiations in 2019. Source: IAM 751. March 1, 2024 © Leeham News: When representatives from Boeing… Read More
Safran overcomes supply chain woes as revenues soar
By Tom Batchelor February 15, 2024, © Leeham News: French engine, equipment and interiors specialist Safran said revenues soared by more than a fifth in 2023 despite a “challenging supply chain environment” and inflationary pressures. Announcing the company’s… Read More
Risk-Adjusted Business Outlook
A 2024 view of macroeconomic and indicators for the aircraft finance and leasing markets By David Yu and William Loh Feb. 13, 2024, © Leeham News: As we entered 2024, this is an interesting time for aircraft finance… Read More
Boeing to Suppliers: FAA audit of 737 could change production schedule, but stick to plan for now
[Ed. note: The headline and top of this story have been reworded for clarity.] Subscription required By Dan Catchpole Boeing’s Ihssane Mounir talks to suppliers at the 2024 Pacific Northwest Aerospace Alliance conference. Feb. 8, 2024 © Leeham… Read More
Quality Will Drive Pay for Spirit Executives
By Dan Catchpole Feb. 6, 2024 © Leeham News: Quality more than quantity will drive Spirit Aerosystems executives’ compensation when the company unveils its new formula when it files its proxy statement in March, the company’s CEO Pat… Read More
Boeing’s orders and deferred production costs: a deeper look
Subscription Required By Judson Rollins Introduction Feb. 5, 2023, © Leeham News: After last week’s release of the 2023 annual report for Boeing, we undertake our annual analysis of at-risk deals on the OEM’s books. This year, we… Read More
Re-engining the Boeing 767, Part 4
Subscription required By Bjorn Fehrm February 1, 2024, © Leeham News: We have been looking at a re-engine of the 767, a move that Boeing is considering to avoid a production stop after 2027. The present 767 engines… 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
Updated: FAA grounds expansion plans for Boeing 737 MAX production, approves path for MAX 9s to resume flights
UPDATING (2) Hundreds of 737s scheduled for delivery this year and in coming years affected by FAA action. IAM shares concerns with Boeing, FAA. By Dan Catchpole Special Coverage of the Boeing crisis Jan. 24, 2024 © Leeham… Read More
Managing supply chain stress continues
Subscription Required Now open to all readers. By Scott Hamilton Jan. 9, 2024, © Leeham News: The COVID-19 pandemic impact on aerospace and its supply chain was deep and long lasting. The airframe and engine manufacturers haven’t fully… Read More