Leeham News and Analysis
There's more to real news than a news release.
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
Pontifications: Boeing focuses on design, production vs airplane development–for now
By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More
Updated with earnings call: Spirit Aerosystems reports 1Q loss, expect worse 2Q
By Scott Hamilton May 6, 2020, © Leeham News: Spirit Aerosystems, a major supplier to Boeing and Airbus, reported a net loss of $163m for the first quarter. The loss was a negative margin of 15.5% on revenues… Read More
Japan seeks to develop aircraft industry ties through Asian trade partnerships
By Judson Rollins Subscription Required April 20, 2020, © Leeham News: Japan has long been known as an engineering powerhouse, and Japanese manufacturing titans like Mitsubishi Heavy Industries and Kawasaki Aerospace have been a key part of Boeing… Read More
Boeing 737 production rate boost to 57/mo delayed by four years
Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777. By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More