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
Boeing technology transfer sets up rival: paper
A 15 page study by the University of Buffalo raises concerns that technology transfer by Boeing to Japanese heavy industry, beginning with the 767 and peaking at the moment with the 787, sets up Japan’s emerging aerospace industry… Read More
Eat our dust, Airbus
This satire is worth reading on the tanker debacle.
Winglets for the 777
Innovation Analysis Group has a 15 minute podcast with Aviation Partners, which revealed that they are working on winglets for the Boeing 777–with a prediction that the product could be ready for installation within two years. This follows… Read More
Boeing 2Q08 deliveries
Boeing delivered 126 aircraft in the second quarter, including 100 737s, six [correction–18–see the comment below] 777s, five 747s and three 767s. This is the equivalent of 33 737s a month (33.3 to be precise), six 777s, 1.6… Read More
USAF skips appeal deadline in GAO ruling
Reuters reports that the USAF skipped filing an appeal of the GAO decision in the tanker protest. This means it’s likely to follow the GAO recommendation to rebid the tanker. The question now is, what does “rebid” mean?… Read More
Touring 787 line
We had the opportunity last week to tour the 787 production line. There is optimism that the program is back on track, though there appears to be an emerging hiccup. We toured the line before information began emerging… Read More
Boeing: Back to the public well
This story in The Seattle Times outlines plans by Washington State legislators to pony up new tax breaks for Boeing for the 737 replacement. The information came out of the new Aerospace Futures Alliance, which media revealed previously… Read More
Aerospace sector tanks
In some non-tanker news, the aerospace sector tanked on the New York markets today. BE Aerospace, down 12.13%, $3.69 to $26.74 Spirit AeroSystems, down 8.63%, $2.04 to $21.60 Boeing: down 6.9%, $5.15 to $69.64. and so on…. Interestingly,… Read More
GAO Report issued
We haven’t read it, but here is it, all 67 pages in PDF form. b-311344__boeing__redacted_decision. Update, 1215 PM PDT: We’ve completed a quick read of the GAO decision. In it, the GAO found–as previously reported–for Boeing on a… Read More
USAF to GAO: Drop Dead
A reader just brought this report to our attention, which if true, is a real bombshell; it’s from DefenseTech.org. Top OSD Officials Think Tanker Deal Can Go Ahead Senior Pentagon and Air Force officials who have read the… Read More