Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Reorganization at Airbus
Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More
Boeing positioned to narrow market share gap
Subscription Required Now open to all readers. Introduction Sept. 22, 2016, © Leeham Co.: Early this year Boeing officials began a new message in pushing back against market data that show Airbus captured about 60% of the single… Read More
Two analysts, two very different views of Boeing free cash flow
Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Boeing’s transition to more automation
Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More
Southwest pilot contract good news for Boeing
Sept. 1, 2016, © Leeham Co.: The lucrative labor contract agreement for Southwest Airlines pilots agreed this week is good news for Boeing. Why? Because under the previous contract, Southwest pilots—who had been in negotiations with management for… Read More
Irkut MC-21; we look at the MC-21-300, Part 2.
By Bjorn Fehrm Subscription required. Introduction August 01, 2016, ©. Leeham Co: After having found the nearest competitor to the Irkut MC-21-300 as the Boeing 737 MAX 9 in our first article, we now go deeper in the comparison… Read More
IRKUT MC-21; we look at the MC21-300.
By Bjorn Fehrm Subscription required. Introduction July 28, 2016, ©. Leeham Co: In February we did a first analysis of the new Irkut MC-21 single aisle aircraft that Russia is developing. We found that the aircraft has its own… Read More