Bjorn’s Corner: Exciting 2016

29 January 2016, ©. Leeham Co: In the corner of two weeks ago we did a retrospective of 2015. Time for looking ahead. The year of 2016 will be quite interesting. We had entry into service of the… Read More

Worry over Boeing 737 production rate ramp up overblown

Subscription Required Introduction Jan. 27, 2016, © Leeham Co. As Airbus prepares to hike production rates of the A320 family to 60/mo by the end of the decade and Boeing mulls whether to boost 737 rates above the… Read More

Boeing Outlook: 777 rate cut, 737 hike (Update 2)

Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More

Boeing 2015 earnings: Good year, good forecast, shares plunge anyway

Jan. 27, 2016: Boeing posted solid financial results for 2015 and forecast a good 2016, but shares plunged in early morning trading on a forecast for fewer deliveries this year than last. The press release is here. Shares… Read More

Boeing earnings call: will Muilenburg be more forthcoming than McNerney?

See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More

Boeing 777 Classic production gap closing

See Scott Hamilton’s new Forbes on-line column, It’s time for hard questions for Boeing. Subscription Required Introduction Jan. 26, 2016, © Leeham Co. Boeing needs to sell more than 200 777 Classics, all with delivery dates through 2021,… Read More

Alaska Air’s brand refresh after 25 years

Jan. 25, 2016: Alaska Airlines announced its first rebranding in 25 years today, revealing a new livery and new logo font. The airline is in a fierce battle with Delta Air Lines, as the latter develops Seattle into… Read More

Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

Minuscule demand for Boeing 747-8F

See Scott Hamilton’s new column for Forbes on-line, It’s time for hard questions for Boeing. Subscription Required Introduction One of Boeing’s white tail 747-8Fs. This, and another that has been stored, was painted in the livery of the… Read More

Bjorn’s Corner: The coin has two sides

22 January 2016, ©. Leeham Co: Today’s Corner should have been about something else. But we  learned yesterday that yet another order did not go Bombardier’s way, the 125 seat aircraft order of 40 units for United Airlines…. Read More