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

Howmet Aerospace Exhibits Strong Revenue Growth Driven By Commercial Aerospace, Girds For OE Rate Increases

Subscription required By Chris Sloan Nov. 1, 2023, © Leeham News : Howmet Aerospace reported third-quarter revenues of $1.66bn, up 16% year over year, primarily driven by growth in commercial aerospace of 23%. Overall, the company achieved an… 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

The Airliner Production Problem, Part 2

Subscription required By Bjorn Fehrm September 19, 2023, © Leeham News: The Airliner OEMs can’t increase their production rates as planned after the pandemic, and it’s become clear it’s not a short-term problem. We started looking at the… Read More

The Airliner Production Problem

Subscription required By Bjorn Fehrm September 14, 2023, © Leeham News: For more than a year, we have heard all the Airliner OEMs complain that they can’t increase production rates because of delivery problems in their supply chain…. Read More

UPDATE: GE reports double-digit growth for first quarter

By Bryan Corliss April 25, 2023, © Leeham News – GE reported generating its first free cash flow in a decade, along with double-digit growth in orders, revenue, and operating profit, amid what it called a “robust” market… Read More

Aviation Forum Munich: Boeing moves away from Partnership for Success

By Bjorn Fehrm November 6, 2019, ©. Leeham News at Aviation Forum Munich: The second day of Aviation Forum Munich had an interesting presentation from Boeing’s VP of Sourcing, Jody Franich. He described the One Boeing approach for… Read More