Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
US Airways’ 757 problem
Notation: Lan Chile has canceled Boeing 787 flights through June. US Airways has a large fleet of aging Boeing 757s it needs to replace. The problem is, a carrier official says, neither the Airbus A321neo nor the Boeing… Read More
Boeing conference call with 787 update
Boeing held its 2012 earnings call, and with it officials offered an update on the 787 situation. Jim McNerney (CEO) (JM) Greg Smith (CFO) (GS) JM: 787 Update– Job one on 787 is supporting the investigation on the… Read More
American to firm up 787 order, add two 777s and firm up MAX
American Airlines will firm up 42 orders for the Boeing 787, its 737 MAX order and add two 777 orders upon bankruptcy court approval, according to an SEC filing today. American’s plans to acquire 75 787s had always… Read More
Boeing’s Charleston land buy is bad news for Washington State
Update, Dec. 21: A story on this topic: Charleston Post-Courier: a much longer, in-depth piece than its original report linked below. Original Post: Boeing has agreed to buy a lot more land in Charleston (SC) to expand its… Read More
American to decide on merger Jan. 9, Bloomberg says
American Airlines’ Board of Directors will meet on Jan. 9 to decide whether to merge with US Airways, according to this report by Bloomberg News. The outcome, of course, has ramifications beyond those employees of both airlines. These… Read More
Odds and Ends: Boeing stock buyback; Charging suppliers for doing business; AA+US
Boeing Stock Buyback: Boeing announced a stock buyback of #3.6bn for next year. Wells Fargo has this to say in a research note issued today: Boeing had more than $11B of cash on the balance sheet at the… Read More
Boeing details 737 improvements
With a tip of the hat to Jon Ostrower and his Tweet, here’s a link to some detail about the improvements to the Boeing 737. Given the Airbus write-up in its advertisement about the MAX, we thought this… Read More
Ad wars, continued–Airbus fires Round Three
This week’s issue of the trade magazines has Round Three of the Airbus response to Boeing ads. Click to enlarge.