Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Services are driving revenues and profits in difficult times, Part II May 22, 2025
- Boeing publicizes fourth Chief Aerospace Safety Officer Report May 21, 2025
- Boeing’s 2025 annual safety report due this month May 20, 2025
- FAA’s data of accident, incidents, often not shared May 19, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 22. May 16, 2025
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
Quality Will Drive Pay for Spirit Executives
By Dan Catchpole Feb. 6, 2024 © Leeham News: Quality more than quantity will drive Spirit Aerosystems executives’ compensation when the company unveils its new formula when it files its proxy statement in March, the company’s CEO Pat… Read More
Certifications of MAX 7 and 10 may take hit from 737-9 grounding
Subscription Required By Scott Hamilton Jan. 22, 2024, © Leeham News: The grounding of the Boeing 737-9 MAX is likely to delay certification of the 737-7 and 737-10, customers fear. At a minimum, certification of the 737-7 is… Read More
FAA boosts oversight of Boeing; undelivered MAX 9s have discrepancies
By the Leeham News Team Jan. 12, 2024, © Leeham News: The Federal Aviation Administration today announced it is boosting its oversight of Boeing production and manufacturing on the 737-9 MAX. The FAA’s been overseeing Boeing deliveries of… Read More