Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
Pontifications: Odds and Ends to end the summer
Sept. 5, 2016, © Leeham Co.: August was unusually slow, so today is sort of an Odds and Ends clean-up of the summer. There was the Southwest Airlines engine incident and the reports that ANA’s Boeing 787s have… Read More
Southwest pilot contract good news for Boeing
Sept. 1, 2016, © Leeham Co.: The lucrative labor contract agreement for Southwest Airlines pilots agreed this week is good news for Boeing. Why? Because under the previous contract, Southwest pilots—who had been in negotiations with management for… Read More
Pontifications: “Troubled” 787 is a thing of the past
LNC has been beset by technical issues since Aug. 17 that interferes with e-mail notification as well as links to Twitter, Facebook and Linkedin. We’re working on it with WordPress. Aug. 29, 2016, © Leeham Co.: Faulty engines… Read More
Farnborough Preview #3: Analysts weigh in
July 6, 2017: The industrial portion of the Farnborough Air Show (#FIA16 on Twitter) officially begins Monday and runs through Thursday. There are also some special events Sunday. LNC will be reporting from the Show throughout the week. Below… Read More
Southwest’s MAX deferral
Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… Read More
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
Pontifications: Time to calm down from last week’s news cycle
June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More
How good is a MAX 7X and why would it replace the original? Part 3
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More
How good is a MAX 7X and why would it replace the original? Part 2
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co:In Part 1 we described the driving forces behind Boeing’s investigations into changing the definition of the 737 MAX 7. There are good reasons to make the… Read More