Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New aircraft technologies. Part 40. The initial production crisis December 1, 2023
- The Exception to the Green Propulsion Rule November 30, 2023
- Rolls-Royce sets out ambitious vision to future-proof its business November 29, 2023
- Pontifications: Airbus ponders A330neo MRTT, Boeing ponders KC-46A re-engine November 28, 2023
- Preview of Rolls-Royce Capital Markets Day November 27, 2023
Howmet Aerospace Exhibits Strong Revenue Growth Driven By Commercial Aerospace, Girds For OE Rate Increases
Subscription required By Chris Sloan Nov. 1, 2023, © Leeham News : Howmet Aerospace reported third-quarter revenues of $1.66bn, up 16% year over year, primarily driven by growth in commercial aerospace of 23%. Overall, the company achieved an… Read More
Analysis: Labor issues continue to challenge aerospace industry
Subscription required By Bryan Corliss Sept. 18, 2023, © Leeham News – One of the continuing themes we’re hearing – at investor presentations and on quarterly earnings calls – is the shortage of skilled labor, which is disrupting… Read More
Analysis: Jefferies presentations show industry hasn’t stabilized post-Covid
Subscription Required By Bryan Corliss Sept. 11, 2023, © Leeham News: Negative cash flow in the quarters ahead. Ongoing issues with the supply chain. OEMs struggling to meet high airline demand as Tier 1s wrestle with quality issues…. Read More
Howmet: Supplier still cautious about rate increases at Airbus, Boeing
Subscription required By Bryan Corliss March 3, 2023 © Leeham News – Executives at Howmet Aerospace – who got burned in 2022 when expected production rate increases at aircraft OEMs didn’t materialize – said Tuesday they’re still taking… 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
Outlook 2023: Labor shortages continue to plague aerospace
Boeing 777 final assembly line in Everett (WA). Credit: Leeham News. Subscription Required By Bryan Corliss Jan. 4, 2023, © Leeham News: Some aerospace suppliers say the industry is dealing with a shortage of production workers, as well… Read More
Suppliers expect Boeing to increase 787 rates next year
Subscription Required By Bryan Corliss Dec. 19, 2023, © Leeham News: Boeing suppliers are planning to increase their output to support the OEM’s plan to deliver five new-built 787s a month at some point in 2023. Boeing wants… Read More