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 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
Boeing 1Q15 earnings: EPS beats consensus but cash flow concerns dominate analyst reaction
April 22, 2015: Boeing reported its first quarter earnings today, with earnings per share well ahead of analyst expectations. Of the analyst reports we see, only Bernstein was pleased with the cash flow, with others concluding free cash… Read More
Pontifications: Remaking the Armed Services
April 20, 2015, c. Leeham Co. A news item last week caught my eye about the Defense Department, defense spending and recapitalizing the US Armed Forces. I don’t normally follow defense items at Leeham News and Comment. LNC is… Read More
IAM vote delay at Boeing SC shows weakness
Subscription Required Introduction April 19, 2015, c. Leeham Co. The withdrawal by the International Association of Machinists of the planned April 22 unionization vote at the Boeing 787 plant in Charleston (SC) appears to answer a question that… Read More
Bjorn’s Corner: Training for airline flying
Introduction 16 April 2015, C. Leeham Co: As described last week, I was asked if I wanted to fly an modern airliner later in the spring and you can guess my answer! Having accepted the challenge, it was… Read More
Rolls-Royce displaces Engine Alliance for Emirates A380 order
Rolls-Royce, in a major upset, won the Emirates Airlines order to power 50 Airbus A380s ordered in November 2013. The win displaces Engine Alliance, which to now has been the sole-source provider for EK’s A380s. Two sources confirmed… Read More
Aviation Partners Boeing: next step–scimitar for 757, 767
Subscription Required Introduction April 14, 2015: Several airlines operate the Boeing 757 across the Atlantic on “thin” routes but sometimes have to do refueling tech stops when high westerly winds occur. The 757s are aging, with engine maintenance,… Read More
Boeing 4Q cash flow increase stemmed from huge accelerated customer advances: UBS
April 13, 2015: Boeing surprised aerospace analysts at the year end earnings call with far higher cash flow than had been expected. Analysts beat up Boeing pretty badly on the 3Q2014 earnings call and were taken aback by… Read More
Boeing MOM airliner; market coverage
By Bjorn Fehrm Subscription required. Introduction 12 April, 2015: In our study of the options for Boeing’s market study called Middle of the Market (MOM), we could conclude that the most likely aircraft to cover their 200-250 seat… Read More