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 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
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
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