Aug. 31, 2016: The dog days of August continue, with limited news and research notes from the Wall Street aerospace analysts. A few items of note from the past week: Boeing’s price list freeze for its 7-Series airplanes… Read More
Aug. 30, 2016: Boeing and aviation legend Joe Sutter died at age 95. The father of the 747, and instrumental in the development of the 727 and 737, Sutter remained active in Boeing well into his 90s. Boeing… Read More
Aug. 30, 2016, © Leeham Co.: Will Scott Kirby’s move from president of American Airlines to the same position at United Airlines lead to a major shift in fleet acquisition at the Chicago-based carrier? This is an intriguing… Read More
LNC has been beset by technical issues since Aug. 17 that interferes with e-mail notification as well as links to Twitter, Facebook and Linkedin. We’re working on it with WordPress. Aug. 29, 2016, © Leeham Co.: Faulty engines… Read More
By Bjorn Fehrm Subscription required. Introduction August29, 2016, ©. Leeham Co: We have now covered the capabilities of the joint venture partners for a Russian-Chinese wide-body and its possible market. Now we will look at what kind of aircraft… Read More
By Bjorn Fehrm Subscription required. Introduction August 25, 2016, ©. Leeham Co: Having dissected the players behind the Russian-Chinese wide-body, it’s time to look at what market such an aircraft aims to capture. Figure 1. Concept for new wide-body… Read More
Aug. 24, 2016: It’s a light week for relevant commentary from the US aerospace analysts. Buckingham Research takes a view on the election of either Trump or Clinton on the defense industry. India’s Jet Airways will defer 10… Read More
Aug. 22, 2016, © Leeham Co.: It’s the kind of leak that drives a company crazy. Aviation Week obtained an internal Boeing sales target list that is well below a book:bill of 1:1 this year. The math shows… Read More
Pontifications: Getting there from here on Boeing’s deferred production costs
Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More
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Posted on August 22, 2016 by Scott Hamilton
Boeing, Leeham News and Comment
787, 787-10, 787-8, 787-9, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Greg Smith, Rob Spingarn, Ron Epstein