Leeham News and Analysis
There's more to real news than a news release.
Can a passenger airliner run as a freighter with today’s tariffs? Part 4.
By Bjorn Fehrm Subscription Required Introduction April 23, 2020, © Leeham News: We spent the last weeks checking if passenger airliners used as belly freighters make economic sense. With the present air freight prices, it does. The high… Read More
Supply chain focus: Hexcel’s first 2020 quarter
By Bjorn Fehrm April 22, 2020, ©. Leeham News: With the COVID-19 meltdown of airline traffic and aircraft deliveries, we place a special focus on the airliner industry supply chain in the next months. Hexcel Corporation reported its… Read More
Pontifications: Critical step in Boeing MAX recertification target: May
March 30, 2020, © Leeham News: Barring further issues, the FAA Type Inspection Authorization for the MAX is targeted for the second half of May, LNA learned. This is a critical step in recertifying the airplane. Also barring more… Read More
The meaning and consequences of frozen credit markets
Subscription Required By Vincent Valery Introduction March 26, 2020, © Leeham News: Credit markets are effectively frozen for many businesses, Boeing said this week. That’s why the company asked Congress for $60bn in federal aid for itself and… Read More
Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen
By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More
Before handing $60bn to Boeing, consider this
By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More
Why bailouts make sense under these circumstances
By Scott Hamilton Commentary March 18, 2020, © Leeham News: The Federal government is preparing a bailout, said to be more than $1 trillion, to pump into the US economy. Airlines want $50bn. Boeing wants $60bn for the… Read More
Coronavirus impact to Boeing still unfolding
By Judson Rollins Subscription Required March 16, 2020, © Leeham News: Boeing stock sold off 28% last week on news that the company would draw down the remainder of a $13.8bn loan it arranged in February to cover… Read More
Grounding takes toll on Boeing 737 MAX investment desires
By Scott Hamilton March 2, 2020, © Leeham News, Austin (TX): A poll of people attending a major aerospace conference here today illustrates the hit Boeing took from the trouble with the 737 MAX. The audience was asked… Read More
Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs
By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More