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
Checking jobs at Northrop? Check Boeing, too
US Sens. Patty Murray (D-Boeing) and Maria Cantwell (D-WA) have asked the White House to investigate the claim by Northrop Grumman that 48,000 direct and indirect jobs will be created with the KC-30 program. The KC-30 will be… Read More
ILFC 787s face 27+ month delay for all 74 orders
Leasing giant International Lease Finance Corp. revealed today in a federal filing that its entire order of Boeing 787s will be delayed “an average in excess of 27 months per aircraft and span across ILFC’s entire order.” The… Read More
Dueling tanker press releases
In a rare confluence of timing, Boeing and Northrop Grumman issued press releases on the same topic at about the same time. Here they are, in their entirety; our commentary follows after the Northrop release: Boeing KC-767 Tanker:… Read More
Leeham website updated wk/May 6
Our Corporate website has been updated with commentary and links to news articles. This week we put some perspective into the recent stories about potentially new A380 delays and the reports of new delays for the Boeing 787…. Read More
More delays for 787, A380: German magazine
Reuters picked up a report from a German magazine saying Boeing and Airbus are notifying customers of new delays in the 787 and A380 programs. Here’s the report; we’ll try for comment ourselves. New, 1045 AM PDT: Reuters… Read More
30 month delay on 787?
Flight International reports that Royal Jordanian Airlines believes its order for Boeing 787s could be as much as 2 1/2 years late. Monarch Airlines is also reported to be thinking its 787 orders could be 30 months late,… Read More
More A380 delays or not
In a confusing set of stories, reports suggest that there may be a new round of delivery delays for the Airbus A380. These generated from comments made by Airbus CEO Thomas Enders, who said Airbus is engaged in… Read More
To fuel or not to fuel
Here are a couple of items about the refueling capability of the KC-30/KC-330 tanker, which is one point of controversy in the continuing saga of the Boeing-Northrop Grumman tanker contract award. Boeing likes to point out that Northrop’s… Read More
Leeham website updated 4/29
Our Corporate Website has been updated with a new Commentary, News Articles and the Boeing Conference Call transcript. This week we examine the pledge by Boeing CEO James McNerney to tone down the rhetoric in Boeing’s protest of… Read More
Profile on Boeing’s McNerney
The Wall Street Journal’s Lynn Lunsford has a good piece on what Boeing’s CEO, Jim McNerney is doing about the 787 and KC-X and how McNerney views things at the moment. It’s a rare interview granted by the… Read More