MRO demand, pricing power near record levels: great for providers, painful for operators

Subscription Required By Judson Rollins October 24, 2023, © Leeham News: In aviation’s topsy-turvy post-Covid recovery, one group of companies faces a near-perfect storm of positive developments: maintenance, repair, and overhaul (MRO) service providers and their suppliers. Source:… Read More

Uneven financial challenges among OEMs

Subscription Required By Vincent Valery Introduction   May 3, 2021, © Leeham News: The three largest commercial aircraft OEMs and their largest suppliers continue to report impacts from the COVID-19 pandemic in their 2020 financial results. The pandemic and… Read More

Pontifications: Lessons of the Titans: Book review

Dec. 14, 2020, © Leeham News: If you want a good business book to read over the Christmas holidays, get Lessons from the Titans by three analysts at the independent Melius Research Co. The subtitle, a mouthful, aptly… Read More