Leeham News and Analysis
There's more to real news than a news release.
Boeing, SPEEA reach agreement at Boeing Wichita
Jan. 15, 2026, (c) Leeham News: Boeing and SPEEA, the engineers and technicians union, reached an agreement tonight for the Boeing Wichita operation. This is the former Spirit AeroSystems plant that was merged into Boeing last month. The… Read More
Spirit Aero problems affected A350 deliveries
By the Leeham News Team Jan. 13, 2026, © Leeham News: Deliveries for the Airbus A350 fell last year compared with 2024, reflecting supply chain challenges. Christian Scherer, the former CEO of Airbus Commercial Aircraft, said, “The ‘stagnation’… Read More
Boeing CFO Jay Malave: Priorities are debt, investments, then shareholders
By Karl Sinclair Dec. 3, 2025, © Leeham News: Boeing’s chief financial officer outlined the priorities for the use of cash going forward, and it reaffirms what has been obvious but largely unstated: debt reduction is the top… Read More
Tier 1 suppliers are a “failed market”
Subscription Required By Scott Hamilton Feb. 20, 2025, © Leeham News: The Tier 1 supply chain is all but dead. Kevin Michaels. This rather startling conclusion belongs to Kevin Michaels, the managing director of the consulting firm Aerodynamic… Read More
Trump vows to add tariffs to aluminum and steel; Airbus, Boeing, suppliers will be impacted
By Scott Hamilton Feb. 10, 2025, © Leeham News: President Donald Trump announced plans to impose a 25% tariff on imported aluminum and steel this week, including from the USA’s largest supplying countries: Canada and Mexico. According to… Read More
Boeing is fighting fire with fire in reacquiring Spirit Aero (Updated)
Subscription required By Dan Catchpole Analysis July 1, 2024, © Leeham News: This is an analysis of Boeing’s reported $4.7 billion purchase Spirit AeroSystems, as Reuters reported Sunday. First, let’s set the frame. Boeing seems incapable of doing… Read More
Shanahan: Spirit AeroSystems and Airbus need to have “family meeting”
By the Leeham News Team May 7, 2024, © Leeham News: For a company actively negotiating its own dismemberment, Spirit AeroSystems managed to record first quarter losses even worse than Wall Street expected. The company recorded $617M in losses… Read More
Boeing CEO promises company is turning around…again
By the Leeham News Team April 24, 2024, © Leeham News: Boeing burned about $3.9B in free cash and posted a loss of $1.13 per share during the first quarter, the company reported on Wednesday. It also reported… Read More
Airbus should tread carefully
Airbus announces is 2023 earnings on Feb. 15. Subscription Required By the Leeham News Team Analysis Feb. 12, 2024, © Leeham News: United Airlines has reportedly been looking to Airbus to replace the Boeing 737 Max 10s that… Read More