Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
Safran overcomes supply chain woes as revenues soar
By Tom Batchelor February 15, 2024, © Leeham News: French engine, equipment and interiors specialist Safran said revenues soared by more than a fifth in 2023 despite a “challenging supply chain environment” and inflationary pressures. Announcing the company’s… Read More
GE Aerospace’s Q4 and FY 2023 Earnings Draw Analyst’s Short-Term Shrugs and Long-Term Cheers
By Chris Sloan Jan. 23, 2024, © Leeham News – GE Aerospace’s last earnings season before morphing into a pure play engine maker ended on a disappointing note for some analysts. “Aero results were a bit short of… Read More
Managing supply chain stress continues
Subscription Required Now open to all readers. By Scott Hamilton Jan. 9, 2024, © Leeham News: The COVID-19 pandemic impact on aerospace and its supply chain was deep and long lasting. The airframe and engine manufacturers haven’t fully… Read More
Safran revenues take flight, but supply chain woes persist
Subscription Required By Gordon Smith Oct 31, 2023, (c) Leeham News: Robust demand in the civil aftermarket sector has helped propel Safran Group’s Q3 2023 revenues upwards. The French firm shared its latest sales results on October 27… Read More
Q3 Earnings: GE Aerospace “Leaps” Forward With Stellar Results, Pure Play Powerplant Provider On Track for Q1 2024
By Chris Sloan Oct. 24, 2023, © Leeham News – GE spooled up high-thrust third-quarter earnings with consensus-topping results in sales, margins, and EPS in all three of its segments, led by Aerospace. The engine-marker delivered double-digit growth… Read More
MRO demand, pricing power near record levels: great for providers, painful for operators
Subscription Required By Judson Rollins October 24, 2023, © Leeham News: In aviation’s topsy-turvy post-Covid recovery, one group of companies faces a near-perfect storm of positive developments: maintenance, repair, and overhaul (MRO) service providers and their suppliers. Source:… 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
CFM to increase LEAP production 50% this year, GE Aerospace executives say
Subscription Required By Bryan Corliss March 10, 2023, © Leeham News – GE Aerospace executives said Thursday that production of LEAP engines will increase 50% this year to meet increased demand from Boeing and Airbus. LEAP engines, which… Read More
Pontifications: Nope, not convinced about Boom’s new entrant engine plans
Dec. 19, 2022, © Leeham News: Nope. Not convinced. Boom’s CEO Blake Scholl last week announced that he’s put together a group of three companies to work with his firm to design an engine for his Overture supersonic… Read More
HOTR: Big airplane orders race toward year end
Dec. 8, 2022, © Leeham News: A year-end aircraft order rush will benefit Airbus and Boeing, according to what LNA is hearing. Air India Airbus appears in line to win 50-100 A350 orders from Air India. Boeing appears… Read More