Leeham News and Analysis
There's more to real news than a news release.
There's more to real news than a news release.
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