Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Pontifications: 2Q earnings reports begin this month

July 13, 2020, © Leeham News: Earnings season calls for the second quarter begin this month. For our readers, Airbus and Boeing are the big ones. Boeing’s earnings call is July 29. Airbus follows the next day. A… Read More

 5 Comments

 Posted on July 13, 2020 by

 Airbus, Boeing, Coronavirus, COVID-19, Pontifications

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Pontifications: bleak near- to mid-term future for Rolls-Royce engine unit

June 15, 2020, © Leeham News: The jet engine division of Rolls-Royce faces an uncertain future because of its own problems, exacerbated by the impact of COVID-19 on commercial airlines. Beset by problems with its Trent 1000, Boeing… Read More

 51 Comments

 Posted on June 15, 2020 by

 Airbus, Boeing, GE Aviation, Pontifications, Pratt & Whitney, Rolls-Royce

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Boom times leads to looming cash flow shortfall across OEMs

Subscription Required. Introduction Dec. 16, 2014: There have been record aircraft orders year after year, swelling the backlogs of Airbus and Boeing to seven years on some product lines, Bombardier’s CSeries is sold out through 2016, Embraer has… Read More

 5 Comments

 Posted on December 16, 2014 by

 Airbus, Boeing, Bombardier, CFM, CSeries, Embraer, GE Aviation, Irkut, Mitsubishi, MTU, Premium, Rolls-Royce

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MTU investors day: views of its engine programs, future airplane timelines; separately, Embraer COO interview

Nov. 30, 2014: MTU Investors Day: MTU is a major participant in engine development and supplies, participating on the GEnx, GTF and GEnx program. It’s also a member of the joint venture in International Aero Engines and it’s… Read More

 26 Comments

 Posted on November 30, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, GE Aviation, International Aero Engines, Irkut, Mitsubishi, MTU, Pratt & Whitney

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Odds and Ends: MTU on A380; lessons learned; Alaska Air v Delta; GOL looking for airplanes; Boeing downgrade and upgrade

MTU on A380: The German company MTU, which is a key supplier on a variety of Airbus and Boeing engines, questions the potential market for an A380neo, according to this article from Reuters. Our Market Intelligence indicates Airbus… Read More

 70 Comments

 Posted on October 24, 2014 by

 Airbus, Airlines, Boeing, Embraer

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Odds and Ends: Random thoughts, Seinfeld style (i.e., about nothing)

We’re feeling irreverent today…. From Twitter: Boeing Defense ‏@BoeingDefense In Sept issue of #Boeing Frontiers: With #Apollo roots, Boeing has grown to be largest #aerospace employer in #Alabama http://ow.ly/dB0Ef Comment: We remember when Boeing said Alabamans couldn’t build… Read More

 13 Comments

 Posted on September 11, 2012 by

 Airbus, Boeing, Bombardier, CSeries, Irkut, Pratt & Whitney

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