Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
An uneven financial recovery among OEMs and Suppliers
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
Pontifications: One step forward, two steps back for Boeing
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
An uneven financial recovery among OEMs
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
HOTR: When will Boeing return 737 rates to pre-grounding level?
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
Uneven financial challenges among OEMs
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
Suppliers remain hunkered down as pandemic recovery may stall
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
Pontifications: Airbus slows A320 production ramp up; widebody rates squishy
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
Pontifications: 2Q earnings reports begin this month
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
Boeing tells Spirit to pause 737 MAX fuselage production
June 11, 2020, © Leeham News: Spirit Aerosystems, maker of the Boeing 737 fuselages, yesterday said it will lay off 900 workers on the MAX line for three weeks. “Spirit received a letter from Boeing directing Spirit to… Read More