Leeham News and Analysis
There's more to real news than a news release.
Single-Aisle backlog market share between the Big Two
The rivalry between Airbus and Boeing intensified in recent weeks with Airbus landing another major order from a previously exclusive Boeing customer, LionAir. Boeing announced another major order just a day later, Ryanair, retaining exclusivity with this customer…. Read More
McNerney on unions and other stuff; where will 777X be built?
Note to Readers wishing to comment: See this article and our Comment #35 and be forewarned. Boeing CEO Jim McNerney is cited in the Puget Sound Business Journal on labor unions, China and other stuff from his appearance… Read More
Odds and Ends: Post-SPEEA Vote; LionAir and RyanAir; ANA skeptical of Boeing timeline
Post-SPEEA Vote: The ratification of the contract offer by Boeing by the SPEEA technical workers is welcome news. It gives Boeing and its stakeholders certainty at a time when the 787 issues remain outstanding and the developmental programs… Read More
Odds and Ends: Second SPEEA vote results tomorrow night; Big LionAir-Airbus order finally ready
SPEEA vote tomorrow night: Update: Tomorrow is now today; the SPEEA vote results will be counted tonight (Monday). The revote by SPEEA technical workers will be counted Monday night. Technical workers rejected the best and final offer from… Read More
Boeing’s Ray Conner speaks to JP Morgan conference
Ray Conner, CEO of Boeing Commercial Airplanes, appeared today at the JP Morgan aerospace conference. Here is a running synopsis: Ray Conner (RC) Joe Nadol (JN) of JP Morgan: RC: It’s important to recognize that batteries are not… Read More
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