Leeham News and Analysis
There's more to real news than a news release.
Embraer reports record Q2 revenue and backlog; reaffirms 2025 outlook
By Tom Batchelor Aug 5, 2025, © Leeham News: Embraer’s revenue and order backlog hit a record high in 2Q 2025, with the Brazilian manufacturer reaffirming its full-year guidance after a strong performance across its business. Revenues totaled… Read More
AIN, LNA to share select stories
By Scott Hamilton July 18, 2025, (c) Leeham News: Now that AIN Media Group has completed the acquisition of Leeham News, I can tell our readers that we will begin to expand coverage at both outlets. AINonline and LNA… Read More
Airbus books 142 firm orders as Boeing retracts from the Paris Air Show
By Bjorn Fehrm June 19, 2025, © Leeham News at Paris Air Show: Boeing chose to scale down its participation at this week’s Paris Air Show out of respect for the victims of the Air India crash last… Read More
Engine makers emphasizing durability, reliability
Subscription Required By Scott Hamilton Larry Culp, CEO of GE Aerospace. Credit: GE. June 3, 2025, © Leeham News: Engine reliability and durability for the next new commercial aviation engine for the next new single-aisle airplane has emerged… Read More
Embraer downplays tariff impact on 2025 results
May 6, 2025, © Leeham News: Embraer CEO Francisco Gomes Neto sought to reassure investors on Tuesday, emphasizing the limited effect of new U.S. tariffs on the company’s operations as its Q1 2025 results were published. “Our initial… Read More
Pontifications: Southwest’s core problems are not solved by business model changes-yet
March 19, 2025, © Leeham News: I’ve been reading hand-wringing opinion pieces in recent weeks—especially last week—about the changes at Southwest Airlines. Beginning with its first layoffs in its 50+ years of 1,700 headquarters staff through last week’s… Read More
Embraer reports record revenue in 2024, eyes growth in 2025
By Leeham News Team Feb 27, 2025, © Leeham News: Embraer closed 2024 on a high note, posting record-breaking revenue and strong aircraft deliveries across its commercial, executive, and defense sectors. The Brazilian aerospace manufacturer reported total revenues… Read More
Earnings: Pay closer attention to the supply chain than to the OEMs
Subscription Required By Scott Hamilton Jan. 23, 2025, © Leeham News: Earnings season begins today. Among the companies followed by LNA, GE Aerospace and Hexcel report today. RTX and Boeing report next week. ATI and Spirit AeroSystems follow… Read More
Supply chain problems weigh on Embraer deliveries
By Leeham News Team Nov 8, 2024, © Leeham News: Embraer has revised down its expected commercial aircraft deliveries for 2024 to between 70 and 73 aircraft, from 72 and 80, amid what CEO Francisco Gomes Neto called… Read More