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
Outlook 2024: Boeing needs a boring year in 2024
By Dan Catchpole Subscription Required Jan. 4, 2024 © Leeham News: Boeing’s priorities in 2024 are clear: get the job done on time and without drama, and don’t cause any scandals. In short, it needs a boring year…. Read More
Re-engining the Boeing 767, Part 2
Subscription required By Bjorn Fehrm December 14, 2023, © Leeham News: We are 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 don’t… Read More
Embraer’s C-390 builds momentum; civilian freighter pondered
Subscription Required By Scott Hamilton Dec. 11, 2023, © Leeham News: Embraer’s flagship defense program, the KC/C-390 finally took off this year. Orders began rolling in, after a long drought and cancellations by the Brazilian government that cast… Read More
Rolls-Royce sets out ambitious vision to future-proof its business
Subscription Required By Gordon Smith November 29, 2023, © Leeham News: Rolls-Royce’s (RR) capital markets day presented a business that has bookended 2023 with two very different narratives. The November 28 event heralded targets such as a quadrupling… Read More
Boeing beats Airbus in order tallies at Dubai Airshow thanks to widebody jetliner demand
By Dan Catchpole Subscription Required Nov. 20, 2023 © Leeham News: Boeing dominated the Dubai Airshow, racking up 313 orders—232 firm and 81 non-firm. Meanwhile, Airbus garnered only 86 orders, as of Friday, the last day of the… Read More
Airbus profits climb despite one-off charge
Subscription Required By Gordon Smith Nov 9, 2023, (c) Leeham News: Airbus struck a defiant tone on Wednesday as the company posted strong numbers for the first nine months of 2023. Despite supply chain headwinds, the European firm’s… Read More
Spirit Focused on Delivering On Time and At Quality
By Dan Catchpole Subscription Required Nov. 6, 2023, © Leeham News: Spirit Aerosystems’ new CEO Pat Shanahan’s focus right now is “to restore confidence in the company” with its biggest customers—Airbus and Boeing. During a Nov. 1st conference… Read More
NASA, Boeing Say SAF Creates Fewer Greenhouse Contrails
By Dan Catchpole Subscription Required Nov. 2, 2023 © Leeham News: High over Montana, Andy “Jeeves” Barry slipped the McDonnell Douglas DC-8 to the right and out of the Boeing 737-10’s wake to “get some fresh air.” NASA’s… Read More
Safran revenues take flight, but supply chain woes persist
Subscription Required By Gordon Smith Oct 31, 2023, (c) Leeham News: Robust demand in the civil aftermarket sector has helped propel Safran Group’s Q3 2023 revenues upwards. The French firm shared its latest sales results on October 27… Read More
Boeing Cuts 737 Delivery Estimate in Blood Red 3Q Earnings Report
By Dan Catchpole October 25, 2023, © Leeham News: Boeing slashed its 737 MAX delivery forecast for the year to between 375 and 400 in its third quarter earnings report on Wednesday. The company attributed the cut to… Read More