Leeham News and Analysis
There's more to real news than a news release.
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
How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?
By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More
2020 Outlook for Airbus, Boeing, et al
Subscription required Introduction By the Leeham News team. Jan. 2, 2020, © Leeham News: This will be a pivotal year for Boeing. It will be a year of challenges for Airbus. Embraer Commercial Aviation should disappear. Mitsubishi Heavy… Read More
Minimum 3-6 month 737 MAX production shutdown seen
By Scott Hamilton Dec. 17, 2019, © Leeham News: Boeing announced yesterday a suspension in production of the 737 MAX line. It didn’t put a timetable to the shutdown. But one aerospace analyst predicts the shutdown will be… Read More
A tectonic shift towards large narrowbody
Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More
Pontifications: Stop hitting the snooze button, Boeing
Dec. 9, 2019, © Leeham News: I know Boeing is preoccupied right now. But it has to get off the pot and decide to proceed with a new airplane. We believe the New Midmarket Airplane is still required…. Read More