Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing’s future depends on FAA approvals May 26, 2025
- Department of Justice, Boeing OK to Non-Prosecution Agreement May 23, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 23. May 23, 2025
- Services are driving revenues and profits in difficult times, Part II May 22, 2025
- Boeing publicizes fourth Chief Aerospace Safety Officer Report May 21, 2025
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
Embraer versus Boeing JV arbitration decision results in $150m cash payment
By the Leeham News team September 16, 2024, © Leeham News: Embraer issued a short investor release today stating that the arbitration was concluded regarding Boeing’s unilateral termination of the agreement of a Commercial Aircraft Joint Venture and… Read More
Bullish Embraer sees backlog reach 7-year high in 2Q24 results
By Leeham News Team Aug 8, 2024, © Leeham News: Embraer presented a strong set of results for 2Q2024 on Thursday, with a jump in aircraft deliveries pushing the Brazilian planemaker’s order backlog to a seven-year high. Revenues… Read More
Boeing, Embraer differ on the future of upgauging
By Judson Rollins Introduction July 30, 2024, © Leeham News: Embraer’s new 20-year Market Outlook, released during the Farnborough Air Show, forecasted the demand for jets with more than 150 seats for the first time. This comes as… Read More
Embraer’s outlook improves as supply chain stabilizes, near-term availability drives demand
Subscription Required By Judson Rollins Introduction July 8, 2024, © Leeham News: Embraer is on track for a relatively upbeat Farnborough Airshow later this month, having been spared most of the supply chain headwinds plaguing Airbus and Boeing…. Read More