Airbus looks to increase, US, Canada spending

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

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

Analysts weigh in on Airbus investors day #1

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

Boeing should “dual source” 737 fuselage work–right here in Puget Sound

Boeing’s 737 line suffered a second disruption when a train carrying fuselages from Spirit AeroSystems derailed in Montana, sending three of six down an embankment and into a river. Source: PBS. The disruption may be short-lived, but nonetheless… Read More

Is Boeing Chicago misreading the SPEEA mood–as it did IAM 751 in 2008?

There have been many articles this week detailing the increasingly contentious, evolving situation in the contract negotiations between Boeing and the engineers union, SPEEA. We’ve previously written that this wasn’t going to be a love-fest. And it isn’t…. Read More