Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 14. March 21, 2025
- How good is the COMAC C919? March 20, 2025
- Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help March 20, 2025
- Pontifications: Southwest’s core problems are not solved by business model changes-yet March 19, 2025
- Boeing 2024 Proxy Statement: Executive Compensation includes retirement gifts for Calhoun, Deal; housing support for Ortberg, Pope, and other stuff March 17, 2025
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
Aviation Forum Munich: Vertical integration on the way back
By Bjorn Fehrm November 5, 2019, ©. Leeham News at Aviation Forum Munich: The Aviation Forum kicked off in Munich today, a yearly production and supply chain event started by the Hannover based Institute for Production Management nine… Read More
Launching the NMA could mean new business model for Boeing
By Dan Catchpole Feb. 14, 2019, © Leeham News: Commercial aerospace’s super cycle is alive and well—and looks to keep going through the foreseeable future. Major suppliers and OEMs, and industry analysts at the Pacific Northwest Aerospace Alliance… Read More
Boeing expected to lay out new contract terms for suppliers
By Dan Catchpole Danieljcatchpole[at]gmail[dot]com Oct. 16, 2018, © Leeham News: Puget Sound-area Boeing suppliers are anxiously awaiting an Oct. 30th meeting at the Lynnwood Convention Center. The aerospace giant has invited dozens of suppliers to the meeting. Attendees… Read More
Suppliers chafe at Boeing’s demand for costly certifications
Subscription Required Introduction By Dan Catchpole danieljcatchpole(at)gmail(dot)com September 3, 2018, © Leeham News: Boeing’s insistence that more and more subcontractors meet stringent aerospace manufacturing standards risks adding cost and reducing flexibility to the supply chain, several direct and… Read More
Additive manufacturing: Huge potential, big barriers
Subscription Required Introduction Part 1 appears here. By Dan Catchpole August 27, 2018, © Leeham News: For all its potential, additive manufacturing faces significant hurdles before it can deliver on advocates’ assertions that the technology will revolutionize the… Read More