Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Hexcel reports increased demand for aerospace composites as industry rebounds January 27, 2023
- Bjorn’s Corner: Sustainable Air Transport. Part 55. Sustainable Aviation Fuel feedstocks January 27, 2023
- The Airbus A220-500, a deep-dive analysis, Part 2 January 26, 2023
- Update 2: Boeing pauses remarketing China’s airplanes, outlines prerequisite for a new airplane program. Update 1: Calhoun feels good despite earnings miss; Boeing reports 4Q, full year loss but financial progress continues January 25, 2023
- GE, Raytheon report orders surges, but labor and supply chain headwinds January 25, 2023
Pontifications: Calhoun’s third year anniversary as Boeing’s CEO
Subscription Required By Scott Hamilton Jan. 10, 2023, © Leeham News: In three days, David Calhoun will “celebrate” his third anniversary as the chief executive officer of The Boeing Co. I put “celebrate” in quotes because I’m not… Read More
Pontifications: “Dreadful” or “clearing the decks”? Boeing’s first quarter results
May 2, 2022, © Leeham News: Boeing’s first quarter report was just awful. There’s just no getting around this, although a few Wall Street analysts bent over backward trying to make a silk purse out of a sow’s… Read More
Boeing appears finally on track to resume 787 deliveries
April 25, 2022, © Leeham News: Boeing appears on a path to resume deliveries of the 787 in the second half of this year. Filings by American and United airlines with the US Securities and Exchange Commission show… Read More
Boeing sees incumbency as advantage in coming air force tanker procurement
Subscription Required Now open to all Readers The interview with Lockheed Martin appeared Jan. 30. By Scott Hamilton March 21, 2022, © Leeham News: Lockheed Martin Co. (LMCO) plans to submit a proposal for the US Air Force’s… Read More
Pontifications: Advice for Boeing in the coming KC-Y campaign
Part 6: The KC-X competition from Boeing’s perspective Feb 21, 2022, © Leeham News: Jim Albaugh, the former president and CEO of Boeing Commercial Airplanes and of Boeing’s defense unit, retired from the company in 2012. He oversaw… Read More
HOTR: Lockheed Martin to split refueling tanker work between Airbus-Mobile and LMCO Marietta facilities
Jan. 31, 2022, © Leeham News: Assembly and conversion of the proposed LMXT refueling tanker for the US Air Force will be split between Mobile (AL) and Marietta (GA), Lockheed Martin (LMCO) announced today. Airbus has final assembly… Read More
Lockheed Martin sees LMXT as complementary to KC-46A, not competitive
Subscription Required Now open to all readers By Scott Hamilton Jan. 30, 2022, © Leeham News: Lockheed Martin’s LMXT US Air Force refueling tanker will be a complementary offer to the service in the forthcoming KC-Y competition. In… Read More
Lockheed near announcing location for LMXT tanker final assembly line in US
By Scott Hamilton Jan. 24, 2022, © Leeham News: Lockheed Martin (LMCO) is expected to announce as early as this month where it will assemble its LMXT aerial refueling tanker should it win the US Air Force’s KC-Y… Read More
Pontifications: Teaming with Lockheed Martin for the KC-Y tanker competition
Last in a Series Jan. 10, 2022, © Leeham News: Sean O’Keefe retired from EADS/Airbus in 2014. Boeing won the re-bid contract for the US Air Force aerial refueling tanker in 2011. The third round of the tanker… Read More
Pontifications: EADS went ahead with tanker bid despite long odds against winning
Third in a Series Dec. 20, 2021, © Leeham News: When EADS, then the name of the parent of Airbus, decided to go it alone and bid for the US Air Force contract for the KC-X aerial refueling… Read More
