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
Posted on August 6, 2018 by Scott Hamilton
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
Posted on March 27, 2018 by Scott Hamilton
Subscription Required Introduction Aug. 21, 2017, © Leeham Co.: Airbus continues its drive to purchase goods from suppliers outside Europe, encouraging development of an aerospace cluster around its new Mobile (AL) plant. Washington State, the home to arch-rival… Read More
Posted on August 21, 2017 by Scott Hamilton
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
Posted on December 12, 2016 by Scott Hamilton
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
Posted on November 16, 2016 by Scott Hamilton
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
Posted on October 11, 2016 by Scott Hamilton
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
Posted on July 6, 2016 by Scott Hamilton
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
Posted on July 29, 2015 by Scott Hamilton
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
Posted on January 29, 2015 by Scott Hamilton
Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More
Posted on December 10, 2014 by Scott Hamilton