Leeham News and Analysis
There's more to real news than a news release.
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
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
With Boeing’s decision against new airplanes, Airbus will stand down, too
Subscription Required By Scott Hamilton Kiran Rao. Credit: Airborne Capital. Nov. 14, 2022, © Leeham News: Boeing’s decision to suspend the launch of any new airplane until the middle of the next decade means innovation of any kind… Read More
An uneven financial recovery among OEMs
Subscription Required By Vincent Valery Introduction March 28, 2022, © Leeham News: In an article last year, LNA highlighted the significant impact the COVID-19 pandemic had on the financials of commercial aviation OEMs. Most recorded sizable losses and… Read More
Pontifications: Assessing the future of stand-alone GE Aviation
By Scott Hamilton Nov. 22, 2021, © Leeham News: GE Aviation’s (GEA) spin-off takes the corporate burden off its back and opens that way to move forward just as commercial aviation should be over the COVID-19 pandemic. The… Read More