Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
- How good is the C929? April 14, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 17. April 11, 2025
- Uncertainty plagues airline, aerospace, lessor industries over tariffs April 10, 2025
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
Boeing looks to produce about 220 MAXes in 2020
By Scott Hamilton Jan. 30, 2020, © Leeham News: Boeing appears preparing to produce around 220 737 MAXes this year. Spirit AeroSystems announced this morning that it reached agreement with Boeing to supply 220 fuselages in 2020. The… Read More
Boeing tells union: MAX production halt “weeks;” others see months
Subscription Required By Scott Hamilton and Byran Corliss Introduction Dec. 23, 2019, © Leeham News: The Boeing 737 MAX production shut down will be measured in “weeks,” Boeing told one of its unions. But “weeks” is a highly … Read More
Unfinished 737s have peaked, Boeing tells analysts
Sept. 6, 2018, © Leeham News: Boeing officials say the parked inventory of 737s has peaked at around 50 aircraft and should come down slowly as traveled work is performed. Officials made the comments yesterday at its annual… Read More