Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
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
GE Aerospace’s Q4 and FY 2023 Earnings Draw Analyst’s Short-Term Shrugs and Long-Term Cheers
By Chris Sloan Jan. 23, 2024, © Leeham News – GE Aerospace’s last earnings season before morphing into a pure play engine maker ended on a disappointing note for some analysts. “Aero results were a bit short of… Read More
Q3 Earnings: GE Aerospace “Leaps” Forward With Stellar Results, Pure Play Powerplant Provider On Track for Q1 2024
By Chris Sloan Oct. 24, 2023, © Leeham News – GE spooled up high-thrust third-quarter earnings with consensus-topping results in sales, margins, and EPS in all three of its segments, led by Aerospace. The engine-marker delivered double-digit growth… 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