Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing strike hits suppliers, Airbus steps in October 10, 2024
- Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight October 9, 2024
- Boeing 3Q deliveries up despite strike October 8, 2024
- Strike slows Boeing’s march toward improving safety culture October 7, 2024
- Aerospace supply chain still ailing; Sustainable Aviation Fuel isn’t the answer to go green October 4, 2024
Rolls-Royce aims to shorten hydrogen program pace
By the Leeham News Team July 25, 2024, © Leeham News, Farnborough Air Show: Rolls-Royce is calling in data specialists Tata Consultancy Services (TCS) to help speed up the development of its hydrogen program, with the help of… Read More
Focus on quality not slowing innovation, says GKN
By Tom Batchelor April 18, 2024, © Leeham News: The crisis at Boeing forced the entire supply chain to re-evaluate manufacturing processes and double down on quality control – but that is not yet stifling innovation, according to… Read More
GKN Aerospace eyes further growth as earnings surge
By Tom Batchelor Mar. 7, 2024, © Leeham News: Strengthening demand for airframe structures and engine components helped British supplier GKN Aerospace, a subsidiary of Melrose PLC, achieve higher profits and record margins in 2023. The company, whose… 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
An uneven financial recovery among OEMs and Suppliers
Subscription Required By Vincent Valery Introduction March 27, 2023, © Leeham News: In an article last year, LNA highlighted the divergence in the post-Covid-19 recovery among OEMs and select Tier 1 suppliers. Airbus had higher profits than before… Read More
Pontifications: 2Q earnings reports begin this month
July 13, 2020, © Leeham News: Earnings season calls for the second quarter begin this month. For our readers, Airbus and Boeing are the big ones. Boeing’s earnings call is July 29. Airbus follows the next day. A… Read More
Pontifications: Alabama loses key committee slot in US Senate following election
Dec. 18, 2017, © Leeham Co.: The special US Senate election last week in Alabama drew world attention of the showdown between Democrat Doug Jones and Republican Roy Moore. Jones eked out a victory, becoming the first Democrat… Read More
PNAA Day 3: Boeing bought $40bn of stuff from suppliers in 2015
Feb. 11, 2016, © Leeham Co. “We bought more than $40bn worth of stuff from suppliers last year. We delivered 762 airplanes last year and we could not have done that without the suppliers. Feb. 11, 2016: Today… Read More
Is the A330neo engine Rolls Royce’s first carbon fan model?
The Airbus A330neo program has come a long way since our 29th of December article “A330neo prospect gains traction.” With the Farnborough Air Show days away, we understand there are now Airbus internal job postings for engineers to join… Read More