Leeham News and Analysis
There's more to real news than a news release.
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
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: 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.
Bjorn’s Corner: What did we learn in 2015; engines
15 January 2016, ©. Leeham Co: Last week we looked back on what happened in 2015 on the airframe front. We finish the retrospective by looking at what turbofan engine technology came to market in 2015. New engine… Read More