Leeham News and Analysis
There's more to real news than a news release.
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
Pontifications: “We’re sick and tired of new technologies:” Avolon CEO
Editor’s Note: As Airbus and Boeing consider new airplanes, their current generation aircraft are plagued with technical issues. The engines on the A320neo and 737 MAX families continue to have problems years after entry into service. The Boeing… Read More
Pontifications: “The need for radical fuel improvements will only increase over time.”
May 30, 2023, © Leeham News: “The need for radical fuel improvements will only increase over time.” That’s the definitive conclusion of Arjan Hegeman, GE Aerospace’s general manager of advanced technology. GE is working on Performance Improvement Packages… Read More
Tanker competition decision expected later this year
Subscription Required Now open to all readers. By Scott Hamilton May 29, 2023, © Leeham News: Procurement of a new round of US Air Force aerial refueling tankers resulted in a shift in strategy driven by new threat… Read More
Bjorn’s Corner: New aircraft technologies. Part 9. Engine core advances
April 21, 2023, ©. Leeham News: This is a summary of the article New aircraft technologies. Part 9P. Engine core advances. The article discusses how developments for the next-generation airliner engine cores will increase the thermal efficiency of… Read More
Bjorn’s Corner: New aircraft technologies. Part 9P. Engine core advances
Subscription required By Bjorn Fehrm April 21, 2023, ©. Leeham News: This is a complementary article to Part 9. Engine core advances. It discusses in detail the next-generation propulsion system cores and what efficiency improvements to expect from… Read More
MRO companies report double-digit growth in RBC survey
Subscription Required By Bryan Corliss April 12, 2023, © Leeham News: – MRO operators foresee double-digit growth in the rest of 2023 – as long as they can get the spare parts they need. That’s the finding from… 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: One “good” engine in future for RR, faulty business strategy and model: JP Morgan
Feb. 7, 2023, © Leeham News: Our report last week about Rolls-Royce’s new CEO characterizing the company in dire straits is just part of the story. Shortly before that, on January 18, JP Morgan issued a 38-page dissection… Read More
Pontifications: New Rolls-Royce CEO paints a dire picture; all scenarios on table at Airbus
Jan. 31, 2023, © Leeham News: Rolls-Royce’s new CEO says the engine group is a “burning platform,” failing to give returns. Tufan Erginbilgic, who joined RR as CEO on Jan. 1, said this is the “last chance” to… Read More