Leeham News and Analysis
There's more to real news than a news release.
Earnings season about to begin. Here’s what to watch for.
Subscription Required By Scott Hamilton Oct. 9, 2023, © Leeham News: Earnings season reporting is about to start and there are some key things to look for. The first companies, including Boeing, begin reporting the week of Oct…. Read More
Spirit Aero losses, cash burn continue
Subscription Required By Scott Hamilton Aug. 7, 2023, © Leeham News: Spirit AeroSystems reported another loss-making quarter last week as more special charges in Airbus and Boeing programs. Spirit is a major supplier to Airbus and Boeing. Airbus… Read More
Pontifications: Energy costs add to aerospace supply chain squeeze
Oct. 17, 2022, © Leeham News: The aerospace supply chain faces new strains due to rising energy costs, Airbus CEO Guillaume Faury said last week. Bloomberg News reports that Faury said some suppliers are shutting down due to… Read More
Pontifications: Suppliers don’t lack for demand, but haven’t recovered from Pandemic crisis
Oct. 3, 2022, © Leeham News: Aerospace suppliers don’t lack demand. But they still have a long way to go to recover from the crisis brought about by the COVID-19 pandemic. The pandemic began in earnest in March… Read More
Supply chain stress, number of variants challenge 737 production rate hike
March 27, 2018, © Leeham News: Current production rates and complexity in the transition between the Boeing 737 NG and 737 MAX is straining the supply chain feeding Spirit Aerosystems, its CEO told a JP Morgan conference March… Read More