Leeham News and Analysis

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

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

Boeing’s 737 ramp up shows confidence in economy, ‘skyline’ and the unions

The announcement last week that Boeing once again is planning to ramp up production of its venerable 737 line show confidence on a number of levels:

  • The global economy continues to recover;
  • The strength of the backlog, aka “skyline,’ is strong;
  • The efficiency of the Lean production line only gets better; and
  • The confidence in the labor unions (notably IAM 751) appears to be gaining strength compared with the depths of anger following the 2008 57-day strike and the October 2009 decision to put the second assembly line for the 787 in Charleston (SC).

Read more

 10 Comments

 Posted on September 20, 2010 by

 Airbus, Boeing, Bombardier, Comac, CSeries, Embraer

     , , , , , , ,

Farnborough/Monday

Updates throughout the post, 415PM BST.

Here is a look ahead for Monday at the Farnborough Air Show and what might be expected for news and orders in the coming week. We’ll update this post at the end of the day.

Airbus

John Leahy on Saturday predicted at least 130 orders will be announced this week. Boeing thinks that if Leahy is predicting 130, he’s got a lot more up his sleeve. Leahy also predicted orders from leasing companies, signaling improving economies. See individual companies below.

Read more

 12 Comments

 Posted on July 18, 2010 by

 Airbus, Boeing, Bombardier, Comac, Embraer

     

WTO Airbus ruling due Tuesday

Update, March 24, 10:15PM Central European Time:

The reaction to the WTO Final Report at the Aircraft Finance Conference is a Big Yawn, even among Americans here in the Geneva, Switz, venue. As one person with close ties to Boeing put it, “Nobody cares.”

At a briefing we attended Tuesday night about the final report, we didn’t hear anything that meaningfully changed our commentary below.

Original Post:

The Final Report on the US complaint about illegal subsidies to Airbus is due tomorrow (March 23), but it will remain confidential until sometime in April before a public version is released for all to see.

Partisans on both sides of the dispute are already lining up in pre-issuing statements and, in the US case, an orchestrated media campaign touting how dastardly Airbus has been.

Yeah, well, whatever.

Read more

 7 Comments

 Posted on March 22, 2010 by

 Airbus, Bombardier, Comac, EADS

     , , , , ,

CSeries unites Airbus, Boeing

Airbus and Boeing are bitter rivals when it comes to government support for their respective airplane programs but they are united when it comes to the proposed funding for Bombardier’s CSeries, according to this article in The Wall Street Journal.

Read more

 7 Comments

 Posted on January 24, 2010 by

 Airbus, Boeing, Bombardier, Comac

     , , , , , , , ,

Email Subscription

Click to subscribe to this blog and receive notifications of new posts by email.

Join 5,990 other subscribers
Archives

Copyright © 2024 · All Rights Reserved · Leeham News and Analysis

Sitemap · RSS Feed · Log in