By Bjorn Fehrm Subscription Required Introduction July 27, 2017, © Leeham Co.: Boeing held its 1H2017 call yesterday, giving further information on how the 787 deferred costs decline. The payback in 2Q2017 was $16m per aircraft. Boeing needed… Read More
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
By Bjorn Fehrm July 19, 2017, © Leeham Co.: Last week we raised the question if Norwegian Air Shuttle was in trouble. The CFO, Frode Foss, left a few days earlier. Analysts were worried and the stock dived… Read More
By Bjorn Fehrm July 11, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle (Norwegian) the 8 of February, we pointed out the company’s ambitious fleet expansion plans with a rather weak balance sheet. We followed… Read More
July 10, 2017, © Leeham Co.: Saturday was the 10th anniversary of the roll-out of the Boeing 787. The date was 7/8/07, nicely coincided for the airplane’s name. The event was an extravaganza never seen in commercial aviation,… Read More
June 21, 2017, © Leeham Co.: “It’s all about continuing the development strategy since thirty years” said Mike Delaney, VP of program development for Boeing. “It’s about continuing the development strategy for 30 years producing super efficient twins that… Read More
By Bjorn Fehrm Subscription required. Introduction June 15, 2017, ©. Leeham Co: We continued the comparison of Irkut’s MC-21 and COMAC’s C919 last week with an analysis of the cabins and systems. The week before, we compared project time… Read More
By Bjorn Fehrm Subscription required. Note: With the first flight of the Irkut MC-21 in the weekend, we move the Qantas Ultra Long Haul article Part 2 to a later date. Introduction June 01, 2017, ©. Leeham Co: Irkut’s… Read More
May 15, 2017, © Leeham Co.: It was a busy news week last week. Emirates Airline headlined its 29th consecutive year of profits, but downplayed an 83% decline. The Irkut MC-21 moved to the tarmac, an indication first… Read More
By Bjorn Fehrm May 11, 2017, ©. Leeham Co: Airbus and Boeing had their customary presentation match at the second day of the ISTAT (International Society of Transport Aircraft Trading) conference in Hong Kong. Each OEM stuck to a… Read More