Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing 2024 Proxy Statement: Executive Compensation includes retirement gifts for Calhoun, Deal; housing support for Ortberg, Pope, and other stuff March 17, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 13. March 14, 2025
- Rolls-Royce’s remarkable turnaround March 13, 2025
- NASA hit by DOGE layoffs, office closures; Boeing’s X-66A R&D continues for now March 11, 2025
- Boeing faces three labor contracts expiring this year March 10, 2025
Tier 1 suppliers are a “failed market”
Subscription Required By Scott Hamilton Feb. 20, 2025, © Leeham News: The Tier 1 supply chain is all but dead. Kevin Michaels. This rather startling conclusion belongs to Kevin Michaels, the managing director of the consulting firm Aerodynamic… Read More
JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market
By Scott Hamilton Subscription Required JetZero Z4 commercial BWB and USAF tanker concepts. Credit: JetZero. Feb. 10, 2025, © Leeham News: There will be a surge in aircraft replacement requirements as today’s Airbus A320neos and Boeing 737 MAXes… Read More
The pros and cons of Boeing launching a new airplane program sooner than later
Subscription Required By Scott Hamilton Feb. 23, 2023, © Leeham News: Many, outside of Wall Street analysts and stockholders, are critical of the decision by Boeing CEO David Calhoun to suspend the development of a new airplane. It… Read More
Pontifications: Ihssane Mounir’s big challenge at Boeing
Feb. 14, 2023, © Leeham News: Ihssane Mounir was named senior vice president of Global Supply Chain and Fabrication for Boeing Commercial Airplanes (BCA). Appointed in December, he previously was the top salesman for BCA. Mounir has a… Read More
Aerospace supply chain needs capital, which isn’t always easy to find–and it may be expensive
Subscription Required By Scott Hamilton Feb. 13, 2023, © Leeham News: The aerospace supply chain is still struggling to recover from the grounding of the Boeing 737 MAX, the suspension of deliveries of the 787, the delays to… Read More
HOTR: Boeing slammed in absentia at conference
By the Leeham News Team Feb. 9, 2023, © Leeham News: Boeing wasn’t present, but that didn’t stop a succession of speakers and suppliers from slamming the company during the annual meeting of the Pacific Northwest Aerospace Alliance… Read More
Pontifications: Ukraine impact on commercial aviation
Feb. 28, 2022, © Leeham News: The clouds are very dark over Ukraine today. The unprovoked invasion of Ukraine by an international autocratic lying amoral thug is horrible. What the implications are for neighboring European countries, the greater… Read More
Podcast: 10 Minutes About Airbus’ Design and Production transformation
June 30, 2021 © Leeham News: Yesterday’s 10 Minutes About discussed Boeing’s drive toward a dramatic new way to design and produce new airplanes. Today’s 10 Minutes About looks at how Airbus is approaching the same challenge.
Suppliers remain hunkered down as pandemic recovery may stall
Subscription Required By Scott Hamilton Introduction March 8, 2021, © Leeham News: Aerospace suppliers continue to struggle even as passenger airlines begin to gingerly place new aircraft orders and Boeing resumes production of the 737 MAX. Airbus continues… Read More
Pontifications: Fine balance needed by Boeing in aftermarket services drive
April 30, 2018, © Leeham News: The Wall Street Journal Friday reported Boeing was poised to purchase a supplier; a deal could be announced as early as today. The acquisition, if it happens, will be a major step… Read More
