PNAA Day 3: Boeing bought $40bn of stuff from suppliers in 2015

Feb. 11, 2016, © Leeham Co. “We bought more than $40bn worth of stuff from suppliers last year. We delivered 762 airplanes last year and we could not have done that without the suppliers. Feb. 11, 2016: Today… Read More

Pontifications: Dissecting Boeing’s 2016 delivery guidance

Feb. 8, 2016, © Leeham Co.: Boeing’s surprise guidance for 2016 for fewer deliveries on the 737 and 767 lines raised as many questions as officials answered on the Jan. 27 earnings call. The lower guidance led to… Read More

The MAX flies ahead of time

By Bjorn Fehrm 2 February 2016, ©. Leeham Co: The Boeing 737 MAX flew for the first time Friday. On Saturday it was in the air again. Boeing has communicated they will deliver the first aircraft to Southwest next… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

Bjorn’s Corner: Exciting 2016

29 January 2016, ©. Leeham Co: In the corner of two weeks ago we did a retrospective of 2015. Time for looking ahead. The year of 2016 will be quite interesting. We had entry into service of the… Read More

Worry over Boeing 737 production rate ramp up overblown

Subscription Required Introduction Jan. 27, 2016, © Leeham Co. As Airbus prepares to hike production rates of the A320 family to 60/mo by the end of the decade and Boeing mulls whether to boost 737 rates above the… Read More

Boeing Outlook: 777 rate cut, 737 hike (Update 2)

Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More

Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

Bjorn’s Corner: The coin has two sides

22 January 2016, ©. Leeham Co: Today’s Corner should have been about something else. But we  learned yesterday that yet another order did not go Bombardier’s way, the 125 seat aircraft order of 40 units for United Airlines…. Read More

Pontifications: A sea change at Boeing

Jan. 18, 2016, © Leeham Co. The surprise announcement last week of a tentative contract agreement between Boeing and its engineers union, SPEEA, was the best news coming out of the company that I’ve heard in years.