Leeham News and Analysis
There's more to real news than a news release.
Consultant to Boeing: cut dividends, invest in new airplane
By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More
“Who’s going to fail?”
By Scott Hamilton Feb. 5, 2020, © Leeham News: “Who’s going to fail?” This is a key question on the sidelines of the annual Pacific Northwest Aerospace Alliance conference in Lynnwood (WA). The question, of course, related to… Read More
Boeing 737 production rate boost to 57/mo delayed by four years
Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777. By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More
Assessing airlines’ widebody replacement needs
Subscription Required By Vincent Valery Introduction Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More
Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider
Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More
With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained, Part 2.
By Bjorn Fehrm Subscription Required Introduction January 30, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production has exposed the internals of an airliner OEM as never before. By comparing the second, third and… Read More
Assessing airlines’ narrowbody replacement needs
Subscription Required By Vincent Valery Introduction Jan. 27, 2020, © Leeham News: The Boeing 737 MAX crisis appears headed for resolution within a few months. Stephen Dickson, the administrator of the Federal Aviation Administration, told American, Southwest and… Read More
With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained.
By Bjorn Fehrm Subscription Required Introduction January 23, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production exposes the internals of an airliner OEM as seldom before. The second, third and eventually fourth quarterly… Read More
Environment and aviation, a gap between aspirations and reality
Subscription Required By Vincent Valery Introduction Jan. 20, 2020, © Leeham News: Talks about climate change and the need to reduce human-induced carbon emissions are nowadays a daily occurrence in Western media. After years of faster-than-trend growth in… Read More
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More