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
What next for EADS, Airbus in US?
With plans to assemble the KC-45 in Mobile (AL) in shreds, what’s next for EADS and Airbus in the US? EADS and Airbus said creating a final assembly line (FAL) for the KC-X would lead to assembling A330-200Fs… Read More
EADS KC-X briefing: No protest
Here is a three page PDF of the slides from the Press Conference: EADS-NA Press Briefing Slides 3-04-11. EADS today confirmed widely reported stories that it will not protest the USAF contract award of the KC-X tanker to… Read More
Tanker updates: More financial analysis, 2020 market share
As interested parties and aviation geeks wait for EADS to make (likely not) and announce its decision (as soon as March 4) on whether to protest the USAF contract to Boeing on the KC-X aerial tanker, more updates… Read More
Concern grows over mum Air Force, but EADS won’t protest, says Reuters
Update, 10:30 PST: Loren Thompson of the Lexington Institute, who has come in for our share of criticism for his unabashed bashing of Airbus and subsidies as it relates to the KC-X competition, has this very good essay… Read More
Pricing the KC-X: $163m estimate for Boeing, $169m for EADS
One of our readers, with the screen name OV-099, provided a comment on our Dewey Defeats Truman post calculating the possible prices on the KC-45 and the KC-767. OV-099 has been a long-time poster and when the occasion… Read More
Odds and Ends: Airbus working with NASA, tanker-take and other things
Our Odds and Ends this week: Airbus parent EADS has posted a job listing for an intern for one year to study open-rotor technology for a success to the A320. Airbus is working with GE and RR engines… Read More
“Dewey defeats Truman” perfect prediction in KC-X tanker contest
Note: here is the link to the tanker transcript. Podcast: Richard Aboulafia talks to Addison Schonland. Richard Aboulafia of the Teal Group said it best: the upset Boeing win over EADS in the KC-X tanker contest is the… Read More
Don’t protest, EADS: it’s time to move on
In a previous post, we opined that whoever lost the KC-X contract should accept the decision and let the Air Force move forward with the award without a protest. We reiterate this view now. Throughout the competition, EADS… Read More
X-Day, Part 2: and the Winner is: Boeing
Boeing has been awarded the contract for 179 KC-X tankers. What are the ramifications? Is this contest over? As we noted in a previous post, not necessarily. A protest can follow. EADS has said it won’t unless it… Read More
X-Day: The winner of the tanker contest announcement at 5:10pm EST
Update, 0930 PST: DOD has confirmed, the award will be announced at 5:10 PM EST and broadcast on The Pentagon Channel. Original Post: The Pentagon Channel will provide coverage, if the past is followed today. The time is… Read More