Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Let’s talk about the planes
Update, June 4: Reuters has this recap from Jim McNerney’s appearance at an investors’ conference in which he says EADS could win the tanker competition on price–a key point of our column below. Original Post: Note: this is… Read More
Will WTO vote really matter?
Update, 0815 AM PDT: Boeing just responded to email questions posed last week, mainly dealing with WTO issues but also with the airplane. Here is the exchange. Q. How can Boeing and its supporters be pursuing legislation in… Read More
So’s your old man
More mirthful back-and-forth between Boeing and EADS. Boeing today fired off a rebuttal ad to the EADS “Get Real” ad published right after it got back into the KC-X tanker competition. Boeing also posted this message on its… Read More
Hoisted on own petard?
Update, May 19: With all the references in Comments about the GAO ruling, we are linking the 150+ page report here, courtesy of Sgt. Mac: GAO KC-X 2008 Protest Update, May 17, 4:30PM PDT: Reuters has this story… Read More
KC-X’s latest twist: Contract after the election
Update, May 5: The Pentagon denied the Defense News story. Here’s Defense News’ own report. Original Post: In a move that probably surprises no one, the Defense Department says it will issue the contract for the KC-X on… Read More
Tit for tat on KC-X
Stephen Trimble of Flight Global has EADS’ opening shot on talking point in Congress. It is brutally frank and takes off the gloves often kept on by Northrop Grumman in the KC-X competition. We’ve seen–but do not yet… Read More
EADS confirms KC-X bid
Update, 500 PM PDT: Innovation Analysis Group has a 24 minute podcast on this development featuring Flight Global defense writer Steve Trimble, TEAL Group aerospace analyst Richard Aboulafia, IAG’s Addison Schonland and us. Original Post: EADS North America… Read More
EADS to bid on tanker
Reuters just moved this story that EADS is preparing to bid the contract alone. L-3 Communications appears to be definitely out of partnering with EADS and “for now” EADS is prepared to go it alone, Reuters says. Sen…. Read More
L-3 appears out as EADS partner
Update, April 16, 0900 PDT: Reuters moved this story this morning about EADS options dwindling away. DOD Buzz has this analysis on why EADS needs a partner. Original Post: Reuters just moved this report that L-3 is probably… Read More
DOD is within its rights to extend tanker deadline
It was predictable that Boeing supporters would become apoplectic when the Defense Department said it will extend the May 10 deadline 60 days to July 9 should EADS decide to submit a bid for the KC-X program, but… Read More