Weekly analysts report: Reaction to CSeries delivery delays

Sept. 7, 2016: The news that Bombardier is halving its projected deliveries of the CSeries this year because of engine delays from Pratt & Whitney drew commentary from a couple of the analysts whose reports LNC receives. Cutting the… Read More

The A380 investors day jinx

  July 15, 2016, © Leeham Co., Farnborough Air Show: At an event like this, we pick up all sorts of snippets that don’t fit into any given story. So here’s a compilation of our Odds and Ends… Read More

Southwest’s MAX deferral

Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… Read More

Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them

Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More

How good is a MAX 7X and why would it replace the original? Part 4

By Bjorn Fehrm Subscription required Introduction May 23, 2016, ©. Leeham Co:In Part 1 to Part 3 of this article series,we looked into the reasons behind that Boeing is considering changing the 737-7 MAX into a slightly larger 737-7X. Figure… Read More

How good is a MAX 7X and why would it replace the original? Part 3

By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More

How good is a MAX 7X and why would it replace the original?

By Bjorn Fehrm Subscription required Introduction May 9, 2016, © Leeham Co: Boeing is considering changing the 737 MAX 7 in a rather drastic way. The present model would be hitting the market as the last of the… Read More

Boeing 1Q results reveal “underlying strength”

April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… Read More

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

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