Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Pontifications: Advancing EIS for 777X

Special Edition of Pontifications Advancing EIS of the 777X I’m somewhat bemused by all the fuss over the prospect of Boeing advancing the delivery of the 777X from early 2020 to late 2019. This has been the plan… Read More

 74 Comments

 Posted on March 15, 2016 by

 Boeing, Pontifications

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IRKUT MC-21 analysis, Part 4. Performance with PD-14

By Bjorn Fehrm Subscription required. Introduction March. 14, 2016, ©. Leeham Co: In three articles we have been looking at the new Russian single aisle aircraft, Irkut MC-21, from United Aircraft and the new Russian engine that is being… Read More

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 Posted on March 14, 2016 by

 Airbus, Boeing, CFM, Irkut, Pratt & Whitney, Premium, Sukhoi, United Aircraft, United Engine Corp., YAK

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Pontifications: There are numbers, and there are numbers

March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More

 35 Comments

 Posted on March 7, 2016 by

 Airbus, Boeing, ISTAT, Pacific Northwest Aerospace Alliance, Pontifications

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ISTAT Day 1: Engine updates for CFM, GE, RR and PW

Feb. 29, 2016, (c) Leeham Co.: The LEAP engine, for the Boeing 737 MAX, Airbus A320neo and COMAC C919 is the fastest-selling engine in history, says Jean-Paul Ebanga, the president of CFM International. More than 10,000 have been sold…. Read More

 13 Comments

 Posted on February 29, 2016 by

 Airbus, Boeing, Bombardier, CFM, Comac, CSeries, E-Jet, Embraer, Irkut, Mitsubishi, Rolls-Royce

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Boeing CEO sees strong fundamentals

Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More

 61 Comments

 Posted on February 17, 2016 by

 Airbus, Airlines, Boeing

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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

 93 Comments

 Posted on February 11, 2016 by

 Boeing, Pacific Northwest Aerospace Alliance

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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

 35 Comments

 Posted on February 8, 2016 by

 air force tanker, Boeing, Pontifications, United Airlines

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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

 70 Comments

 Posted on February 2, 2016 by

 Airbus, Boeing, CFM

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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?

 42 Comments

 Posted on February 1, 2016 by

 Alaska Airlines, ATR, Boeing, Bombardier, Embraer, Pontifications, United Airlines

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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

 55 Comments

 Posted on January 29, 2016 by

 Airbus, Bjorn's Corner, Boeing, Bombardier, Comac, CSeries, E-Jet, Embraer, Irkut, Mitsubishi, Sukhoi, United Aircraft

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