Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- 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
Northrop’s conference call transcript
Here’s the Northrop Transcript of Northrop Grumman’s conference call refuting Boeing’s conference call the same day. Boeing did not create a transcript of its conference call, a spokesman told us. But fundamentally, by comparing Northrop’s transcript to Boeing’s redacted… Read More
Hopscotching through Europe
We’re sometimes accused of having a warped sense of humor (guilty) that occasionally gets us in trouble with readers. But we simply can’t help ourselves. We found something in the Boeing tanker protest that we could not help… Read More
Boeing’s conundrum
Let’s put some context into the latest news about the new round of expected delays of the Boeing 787. When Richard Safran, aerospace analyst, wrote recently that he forecast another six month delay for the project, he wasn’t… Read More
Leeham.net updated/Looks at Tanker
Our corporate website, Leeham.net, has been updated with an in-depth look at the Boeing protest of the KC-30 tanker award; the surprise doubling of the Northrop Grumman jobs for the KC-30; and a Wall Street Journal story looking… Read More
VLA and the Airbus-Boeing forecasts
Boeing has had a long run in the spotlight, given the tanker award and protest and the Goldman Sachs report predicting another six month delay for the 787. For a change, let’s take a look at the Airbus… Read More
Why Boeing protested tanker award
Because we were traveling this week, we’re a little behind on these sorts of things. Boeing’s press releases concerning the tanker protest don’t do justice to their reasoning. James Wallace of The Seattle Post-Intelligencer posted an audio of… Read More
Northrop’s job figures
As we noted Tuesday, Northrop issued a press release saying that its KC-30 program will produce 48,000 new jobs. This compares with the 44,000 jobs Boeing claims for its KC-767AT. We find something really odd here. Setting aside… Read More
Northrop doubles KC-45 jobs forecast
Our first reaction to this piece of news from the St. Louis Business Journal was, What the hell? “Northrop Grumman Corp. has nearly doubled its estimate of the number of jobs its KC-45A tanker contract will support, using… Read More
First thoughts on Boeing protest
There’s not much to say at this juncture; Boeing says the tanker process was flawed; the Air Force and Northrop say it wasn’t. Boeing’s statements over the last couple of days generally outline its grievances, so we won’t… Read More