Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Restoring capacity with the A330ceo or A330neo, Part 3 July 2, 2020
- Looking ahead for 2020 and 2030 decades: COMAC July 1, 2020
- Airbus cuts 15,000 positions in its “COVID-19 adaptation plan” June 30, 2020
- HOTR: Aircraft lease rates, values continue to plunge in virus environment June 30, 2020
- How much life is left in the Boeing 737 MAX after recertification? June 29, 2020
Boeing helps some suppliers, but squeezes others
By Scott Hamilton Feb 19, 2020, © Leeham News: Boeing says it is helping some suppliers with liquidity while the 737 MAX is grounded. Other suppliers complain that Boeing is dunning them for alleged bad workmanship, squeezing cash…. Read More
Pontifications: In chaos there is opportunity for Boeing during MAX grounding
Feb. 17, 2020, © Leeham News: Boeing executives said that while the 737 MAX production is suspended, efficiencies are being implemented on the assembly lines. At a Cowen & Co. conference last week, EVP and CFO Greg Smith… Read More
Pontifications: A few rays of sunshine emerge in MAX crisis
Feb. 10, 2020, © Leeham News: The was plenty of angst among suppliers last week at the annual Pacific Northwest Aerospace Alliance conference. Worries about the production shutdown, its duration and lack of communication from Boeing prevailed. But… Read More
Boeing will proceed with NMA. Or FSA. Take a poll
By Scott Hamilton Feb. 6, 2020, © Leeham News: Boeing will decide to proceed with the launch of the New Midmarket Aircraft (NMA). Or it won’t and instead launch a single-aisle replacement for the 737 MAX that essentially… Read More
Consultant to Boeing: cut dividends, invest in new airplane
By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More
“Who’s going to fail?”
By Scott Hamilton Feb. 5, 2020, © Leeham News: “Who’s going to fail?” This is a key question on the sidelines of the annual Pacific Northwest Aerospace Alliance conference in Lynnwood (WA). The question, of course, related to… Read More
Boeing 737 production rate boost to 57/mo delayed by four years
Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777. By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More
Automation reduces foreign advantages over US
Subscription Required Introduction Nov. 19, 2018, © Leeham News: The move toward increasing automation makes US more competitive than moving work to other countries, an expert in industrial efficiencies said last week at a meeting sponsored by the… Read More
Pontifications: Small suppliers prepare for production transformation
March 12, 2018 © Leeham Co.: When it comes to preparing for increasing automation, robotics and transforming the way airliners will be built in the future, focus rests primarily on the big OEMs and suppliers. The small suppliers… Read More
Aerion’s supersonic engine presented
By Bjorn Fehrm Subscription Required Introduction February 26, 2018, ©. Leeham Co: Aerion Supersonic’s CEO and Executive Chairman, Brian Barents, presented the first pictures of the Aerion AS2 biz jet’s engine at the recent PNAA conference in Seattle. It’s… Read More