Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Boeing 2024 Proxy Statement: Executive Compensation includes retirement gifts for Calhoun, Deal; housing support for Ortberg, Pope, and other stuff March 17, 2025
GE FY and Q4 2024 Earnings Power Above Consensus Driven By Services While LEAP Makes Durability Strides
By Chris Sloan January 23, 2025 © Leeham News: Today, GE Aerospace reported a strong beat on its first full-year and fourth-quarter results as a standalone public company. Softer LEAP deliveries were more than offset by services. “GE… Read More
GE Posts Mixed Q3 Earnings: Strong Earnings with LEAP Shipset Declines and Further 777-X Delays
By Chris Sloan October 27, 2024, © Leeham News: GE completed its second quarter as a pure play aerospace play, announcing Q3 2024 earnings with positive revenue, profit, sales growth, and services coupled with headwinds from overall reduced… Read More
Solid start for stand-alone GE Aerospace despite cuts to LEAP output
By Tom Batchelor Apr. 23, 2024, © Leeham News: GE Aerospace enjoyed a “solid start” to 2024 with double-digit growth across orders, revenue and operating profit, the engine maker said as it published its Q1 results – the… Read More
Earnings season about to begin. Here’s what to watch for.
Subscription Required By Scott Hamilton Oct. 9, 2023, © Leeham News: Earnings season reporting is about to start and there are some key things to look for. The first companies, including Boeing, begin reporting the week of Oct…. Read More
Tanker competition decision expected later this year
Subscription Required Now open to all readers. By Scott Hamilton May 29, 2023, © Leeham News: Procurement of a new round of US Air Force aerial refueling tankers resulted in a shift in strategy driven by new threat… Read More
UPDATE: GE reports double-digit growth for first quarter
By Bryan Corliss April 25, 2023, © Leeham News – GE reported generating its first free cash flow in a decade, along with double-digit growth in orders, revenue, and operating profit, amid what it called a “robust” market… Read More
MRO companies report double-digit growth in RBC survey
Subscription Required By Bryan Corliss April 12, 2023, © Leeham News: – MRO operators foresee double-digit growth in the rest of 2023 – as long as they can get the spare parts they need. That’s the finding from… Read More
CFM to increase LEAP production 50% this year, GE Aerospace executives say
Subscription Required By Bryan Corliss March 10, 2023, © Leeham News – GE Aerospace executives said Thursday that production of LEAP engines will increase 50% this year to meet increased demand from Boeing and Airbus. LEAP engines, which… Read More
Pontifications: One “good” engine in future for RR, faulty business strategy and model: JP Morgan
Feb. 7, 2023, © Leeham News: Our report last week about Rolls-Royce’s new CEO characterizing the company in dire straits is just part of the story. Shortly before that, on January 18, JP Morgan issued a 38-page dissection… Read More
GE, Raytheon report orders surges, but labor and supply chain headwinds
By Bryan Corliss Jan. 24, 2023, © Leeham News – Aerospace suppliers GE and Raytheon both reported fourth-quarter sales surges, as the commercial aviation industry continued its recovery from the worst of the Covid pandemic. Both companies also… Read More