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
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
Buzz about Boeing protest
Washington and a major aviation conference is a-buzz with expectations that Boeing will file a protest over the USAF tanker award to Northrop Grumman, perhaps as early as today. Boeing was debriefed Friday and over the weekend and… Read More
Boeing’s Golden Opportunity
Boeing has a golden opportunity as it ponders whether to protest the KC-45A tanker award to Northrop Grumman. By forgoing a protest, Boeing can adopt a statesman-like posture for the war fighter and relieve the engineering pressure that… Read More
Weekend 787 update
Among the many questions we were asked by media Friday after news broke about the likelihood of new delays in the Boeing 787 program is whether Boeing CEO James McNerney or Boeing Commercial Airplane president Scott Carson will… Read More