Leeham News and Analysis
There's more to real news than a news release.
RTX 2025 Earnings: Commercial Aerospace Leads Growth as Pratt Advances GTF Recovery
By Chris Sloan Jan. 27, 2026 © Leeham News: “RTX is constructed to meet the moment—by the moment I mean the ramp both in defense and commercial—and to drive long-term value for customers and shareholders,” RTX President and… Read More
Mitigating mounting pressures in the global supply chain
Subscription Required By Charlotte Bailey Michael Haidinger, president of Boeing Germany. Credit: Leeham News, Charlotte Bailey. Dec. 22, 2025, © Leeham News, Hamburg: “In today’s aerospace environment, which is marked by workforce challenges, evolving technologies, geopolitical risk, financial… Read More
RTX Posts Steady Q3 2-25 As GTF Stabilization, Collins Strength, And Tariff Headwinds Define Results
By Chris Sloan October 21, 2025, © Leeham News: RTX delivered a solid and steady third quarter, marked by broad-based growth, improving GTF maintenance output, and continued strength at Collins Aerospace—even as tariff headwinds persisted. Company sales rose… Read More
An uneven financial recovery among OEMs and Suppliers
Subscription Required By Vincent Valery Introduction March 27, 2023, © Leeham News: In an article last year, LNA highlighted the divergence in the post-Covid-19 recovery among OEMs and select Tier 1 suppliers. Airbus had higher profits than before… Read More
HOTR: Collins Aerospace sustainability
Feb. 22, 2022, © Leeham News: The headlines and debate over ecoAviation focus on the airframe and engine manufacturers, for good reason. But the aerospace supply chain is mindful of its ESG (Environmental, Social, and Governance) issues as… Read More
HOTR: Moving up the 777-8F?
By the Leeham News Staff June 4, 2020, © Leeham News: A lawsuit filed by cargo specialist Volga Dnepr against Boeing claims Boeing is running out the clock on the 747-8F. The report by The Seattle Times makes… Read More
Collins Aerospace faces new merger before previous one is fully integrated
July 16, 2019, © Leeham News: Ajay Agrawal, the president of Collins Aerospace’s aftermarket services, wasn’t done integrating the merger between United Technologies and Rockwell Collins. He now faces a new integration with the planned merger between United… Read More
Supplier consolidation leading to unionization at some
By Bryan Corliss Feb. 12, 2019, © Leeham News: While Boeing is enjoying “labor peace” in its Northwest facilities, a couple of aerospace industry suppliers are in the midst of contract negotiations with the largest union representing aerospace… Read More