Some suppliers consider sitting out Boeing’s NMA program

By Dan Catchpole August 15, 2018, © Leeham News: If Boeing launches its New Midsize Airplane (NMA or 797), it is expected to use the cleansheet program to force new contract terms on suppliers. And that has some… Read More

Pontifications: Supply chain meltdown

Aug. 6, 2018 © Leeham News: It happened to Airbus. It sort of happened to Boeing. It was bound to happen in a much bigger way to Boeing, and it has. Some 40 737s are now sitting around… Read More

Supply chain stress, number of variants challenge 737 production rate hike

March 27, 2018, © Leeham News: Current production rates and complexity in the transition between the Boeing 737 NG and 737 MAX is straining the supply chain feeding Spirit Aerosystems, its CEO told a JP Morgan conference March… Read More

Airbus looks to increase, US, Canada spending

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Pontifications: More job cuts coming at Airbus, Boeing

Dec. 12, 2016, © Leeham Co.: Airbus and Boeing continue to cut costs with internal reorganizations. These are needed efforts. And they trickle down to the supply chain. The new CEO at Boeing Commercial Airplanes, Kevin McAllister, is… Read More

Boeing stock sell-off on United news appears misplaced

Nov. 16, 2016, © Leeham Co.: The market sell off yesterday of Boeing stock appeared on the surface to be a reaction to the news that United Airlines is deferring 61 737-700s and switching these to four larger… Read More

11th 737 MAX on the assembly line as Boeing gears up for delivery next year

Oct. 11, 2016, © Leeham Co.: The 11th 737-8 MAX is already on the Boeing production line at the factory in Renton (WA). This one is for Lion Air, the Indonesian Low Cost Carrier that’s ordered 201 of… 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

Spirit Aerosystems: Higher profits on lower revenue

July 29, 2015: Spirit Aerosystems, whose principal business is a major OEM supplier to Boeing but which also makes fuselage panels for the Airbus A350, reported lower revenues but higher profits for the FY2Q2015. The press release is… Read More

Odds and Ends: AirAsia 8501; SkyMark Airlines bankruptcy; One year for MH370; Billy Bishop Airport; PNAA conference

Jan. 29, 2015: AirAsia 8501: The first report by the Indonesian government has been issued, per international rules, but the public portion is pretty uninformative if press reports are to be believed. At the same time, leaks indicate… Read More