Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
Aerospace Metals lead ATI’s Q4 Earnings
Subscription Required By Chris Sloan Feb. 1, 2024, © Leeham News: Aerospace continued its upward trajectory share of Allegheny Technologies’ overall business, the metals marker reported in its fourth-quarter earnings call. “We made significant progress toward our strategy… Read More
FY and Q4 2023 Earnings: Hexcel’s Sales and Margins Expectations Miss Draw The Ire of Analysts
By Chris Sloan Jan. 25, 2024, © Leeham News – Advanced composite materials maker Hexcel received a drubbing from analysts for reduced narrowbody sales in the most recent quarter. “This is the second quarter in a row that… Read More
Immense Commercial Airframe Shipments Growth Supercharges ATI’s Q3 Earnings
By Chris Sloan Nov. 1, 2023, © Leeham News: Aerospace and Defense (A&D) revenue increased to a company record of 61% of airframe material maker ATI’s Q3 sales, up from 51% a year ago – firmly on its… Read More
Q3 Earnings: Hexcel’s Composites Rides The OEM Production Rate Ramp Up Wave, But Margins Pressures Persist
By Chris Sloan Oct. 25, 2023, © Leeham News – Hexcel Corporation, a tier four carbon fiber supplier best known for its significant contributions to all-composite Boeing 787 and Airbus A350s, reported substantial overall Q3 revenues despite inflationary… Read More