Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing’s new fighter award moves away from money-losing fixed price contracts March 24, 2025
- Airbus still struggles to deliver planes on time March 24, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 14. March 21, 2025
- How good is the COMAC C919? March 20, 2025
- Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help March 20, 2025
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
Boeing simply can’t afford a cash deal for Spirit AeroSystems
By Scott Hamilton Analysis June 25, 2024, © Leeham News: News that Boeing over the weekend wanted to acquire Spirit AeroSystems through a stock rather than a cash transaction should surprise absolutely nobody. Anyone following Boeing’s financial performance… Read More
Big hurdles for COMAC to become serious challenger to Airbus, Boeing
Subscription Required By Scott Hamilton May 27, 2024, © Leeham News: A flurry of orders by China’s Big Three airlines finally began to balance announced deals for the COMAC C-919 mainline jet. Until the recent orders from Air… Read More