Pontifications: For Boeing, the future is a new airplane, not the status quo

 Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More

Why Boeing won’t take a charge on 787s

Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More

Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough

April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More

PNAA Day 2: Cautionary note raised

Feb. 10, 2016: Today is the second of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Feb. 10, 2016: Large commercial aircraft… Read More

PNAA Conference: Aboulafia–“A lot of positivity” (except for A380, 787)

The Wall Street Journal reports that Boeing is considering restarting and re-engining the 757 in response to the Airbus A321LR. Feb. 11, 2015: We’re at the Pacific Northwest Aerospace Alliance conference in Lynnwood (WA) north of Seattle. This… Read More

Boeing’s Partnering for Success strains supplier relationship

Boeing officials reaffirmed the company’s drive for Partnership for Success, or PFS, during two appearances at conferences this month, adding that its supply chain was mostly on board, though some companies are now on a “no-fly list.” .CEO… Read More

Airbus to cut new airplane R&D, focus more on derivatives

Airbus is going to cut back its new airplane research and development spending and redirect efforts more toward derivative airplanes, EADS CEO Tom Enders told aerospace analysts at the EADS Global Investors Forum. Buried in a Bloomberg News… Read More

Fallout continues from 787 grounding

LOT wants $$, Norwegian Leases A340s: The fall-out gets worse over the 787 grounding. LOT Airlines says it wants compensation by the end of June. TUI is rebooking passengers on Boeing 767s and will refund a price differential… Read More

PNAA Conference: Aboulafia on CSeries, 777X, 787-10 and A350

Bombardier has an uphill battle selling CSeries in part because of the production might of Airbus and Boeing, says Richard Aboulafia of the Teal Group. With the two big OEMs each producing the single-aisle airplanes at rates of… Read More

Boeing rolls out Ray Conner to analysts

Boeing rolled out Ray Conner, the new CEO of Boeing Commercial Airplanes, to analysts in New York yesterday. The first research note we’ve received, from Imperial Capital’s Ken Herbert, portrayed a positive meeting. Below is a synopsis. As… Read More