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 23. Development risks. September 6, 2024
- If a strike occurs, here’s what Boeing can do September 5, 2024
- China banks on C919, but numbers say it still needs Boeing September 2, 2024
- Bjorn’s Corner: New engine development. Part 22. High Turbine technologies. August 30, 2024
- The A330 for medium haul or twice the frequency with A321XLR? Part 1 August 29, 2024
Aircraft production woes stretch far beyond Boeing
Subscription Required By Judson Rollins June 17, 2024, ©. Leeham News: Estimating airplane delivery rates isn’t much more than a guessing game nowadays. While many headlines point fingers at beleaguered Boeing and Spirit AeroSystems, aviation’s production woes are… Read More
Shanahan: Spirit AeroSystems and Airbus need to have “family meeting”
By the Leeham News Team May 7, 2024, © Leeham News: For a company actively negotiating its own dismemberment, Spirit AeroSystems managed to record first quarter losses even worse than Wall Street expected. The company recorded $617M in losses… Read More
Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders”
By Bjorn Fehrm April 25, 2023, © Leeham News: Airbus has presented its results for the first quarter of 2024. The strong order flow continues, with a pickup on the widebody side, especially for the A350. Airbus has,… Read More
Focus on quality not slowing innovation, says GKN
By Tom Batchelor April 18, 2024, © Leeham News: The crisis at Boeing forced the entire supply chain to re-evaluate manufacturing processes and double down on quality control – but that is not yet stifling innovation, according to… Read More
Boeing to Suppliers: FAA audit of 737 could change production schedule, but stick to plan for now
[Ed. note: The headline and top of this story have been reworded for clarity.] Subscription required By Dan Catchpole Boeing’s Ihssane Mounir talks to suppliers at the 2024 Pacific Northwest Aerospace Alliance conference. Feb. 8, 2024 © Leeham… Read More
Outlook 2024: Expectations growing at Airbus
Subscription Required By Gordon Smith January 2, 2024, © Leeham News: Many businesses start to wind down operations as the holiday season approaches – but for the big OEMs, the year-end usually means a sprint finish. Airbus is… Read More
Airbus: Global services sector to double by 2042
Subscription Required By Gordon Smith December 4, 2023, © Leeham News: If the last decade taught us anything, it’s just how challenging it is to make accurate forecasts. While this is true of almost all industries, few are… Read More
Spirit Focused on Delivering On Time and At Quality
By Dan Catchpole Subscription Required Nov. 6, 2023, © Leeham News: Spirit Aerosystems’ new CEO Pat Shanahan’s focus right now is “to restore confidence in the company” with its biggest customers—Airbus and Boeing. During a Nov. 1st conference… Read More
Boeing Cuts 737 Delivery Estimate in Blood Red 3Q Earnings Report
By Dan Catchpole October 25, 2023, © Leeham News: Boeing slashed its 737 MAX delivery forecast for the year to between 375 and 400 in its third quarter earnings report on Wednesday. The company attributed the cut to… Read More