Leeham News and Analysis
There's more to real news than a news release.
Airbus parent skeptical of composites for A320 class airplane
Paris Air Show: The chief technology officer for Airbus parent EADS is skeptical of composites for the A320 class of airplane while Boeing considers the material to be the “baseline preference” for what officials call the New Small… Read More
Boeing ups 737 production to 42/mo from 1H2014
Boeing announced today that it will increase the production rate of the 737 to 42 a month from the first half of 2014. This is on top of consecutive rate increases from 31.5 to 35 to 38 a… Read More
Boeing’s thinking still up in the air on New Small Airplane
Boeing promises “clarity” at the Paris Air Show about its New Small Airplane (NSA) program, but aside from settling on the performance it believes is required, little clarity has truly been achieved inside Boeing. We learned last week… Read More
Analyst takes on Boeing’s investors’ days
Here is what the analysts are saying about the Boeing investors’ days this week: From Wells Fargo: 787 and Ramp Up. Overall, we believe the biggest issues that investors have been trying better to understand are (1) the… Read More
Boeing’s clarity provided at BCC meeting
Update, May 11: UBS had Boeing’s Mike Bair, the head of the 737 future program, for presentations yesterday and issued its report. Much of the UBS report is similar to the Credit Suisse and Buckingham information captured below;… Read More
Boeing’s message changes on 737NG v A320neo
Here’s an article we did on changing messaging at Boeing about the 737 and the A320neo. Date: 11/04/2011 10:07 Source: Commercial Aviation Online Location: Seattle By: Scott Hamilton Boeing’s messaging on the 737 against the Airbus A320neo has… Read More
Southwest fatigue failure likely to have little effect on 737 values
Here’s an article on values we did for Commercial Aviation Online: Date: 11/04/2011 08:04 Source: Commercial Aviation Online Location: Seattle By: Scott Hamilton The in-flight fuselage rupture caused by metal fatigue is, in the end, likely to have… Read More
Boeing sees long life for 737
Update, March 11: Dominic Gates of The Seattle Times has an excellent article about the new Boeing airplane and its production site. Original Post: In a short article we did for Aviation Technology magazine, Boeing sees a long… Read More
1,000 A320neos, 737 replacement at Paris Air Show
Update, Jan. 28: Think again, Heidi, Airbus says. The company said no way. See this story. Original Post: Heidi Wood at Morgan Stanley predicts Airbus may have 1,000 orders by the Paris Air Show and that Boeing will… Read More