Subscription required By Bryan Corliss March 3, 2023 © Leeham News – Executives at Howmet Aerospace – who got burned in 2022 when expected production rate increases at aircraft OEMs didn’t materialize – said Tuesday they’re still taking… Read More
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
March 14, 2023, © Leeham News: There is a phrase in the US about the politician’s dance: one step forward, two steps back and a sidestep. I couldn’t help but this about this dance step in connection with… Read More
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
By the Leeham News Team March 5, 2022, © Leeham News: When will Boeing return the 737 production levels to the pre-grounding rate of 52/mo? It’s a question that is of key interest to the industry, employees, and… Read More
Subscription Required By Vincent Valery Introduction May 3, 2021, © Leeham News: The three largest commercial aircraft OEMs and their largest suppliers continue to report impacts from the COVID-19 pandemic in their 2020 financial results. The pandemic and… Read More
Subscription Required By Scott Hamilton Introduction March 8, 2021, © Leeham News: Aerospace suppliers continue to struggle even as passenger airlines begin to gingerly place new aircraft orders and Boeing resumes production of the 737 MAX. Airbus continues… Read More
Jan. 25, 2021, © Leeham News: JP Morgan thinks Boeing 787 production rates will come down more than the 5/mo planned from May. Airbus last week announced ramping up A320 rates will be slower than previously hoped. And… Read More
July 13, 2020, © Leeham News: Earnings season calls for the second quarter begin this month. For our readers, Airbus and Boeing are the big ones. Boeing’s earnings call is July 29. Airbus follows the next day. A… Read More