Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 23. Development risks. September 6, 2024
- If a strike occurs, here’s what Boeing can do September 5, 2024
- China banks on C919, but numbers say it still needs Boeing September 2, 2024
- Bjorn’s Corner: New engine development. Part 22. High Turbine technologies. August 30, 2024
- The A330 for medium haul or twice the frequency with A321XLR? Part 1 August 29, 2024
Boeing sets 787 accounting block at 1,100; earnings call summary
Update, from 7:30 am-the Earnings Call: Jim McNerney (JM): Passenger traffic remains resilient, but cargo traffic weakening and needs watching. Interest in 737 MAX remains high, still working with customers [to define product]. We’re monitoring European debt crisis… Read More
Boeing (doesn’t) prepare to deliver first 747-8F and we look at the program; update 9/17
Update, Sept. 17: Boeing must feel snake-bit. We had boarded our flight to ISTAT Barcelona and were still at the gate in Seattle when news erupted that the first delivery of the 747-8F to Cargolux is off. AirInsight… Read More
787’s legacy is already taking shape
We did a piece over at AirInsight noting that the legacy of the Boeing 787 is already taking shape–contributing to the development of the 737, 747-8 and likely the 777. Hop over and take a read.
737RE up at Boeing Board today
Update, 930am: The Daily Express of L0ndon (of all places) reported yesterday BCA got the approval Friday for the 737RE and that the announcement is to come today. Thanks to Heidi Wood of Morgan Stanley for this one…. Read More
FAA funding gap won’t affect 747-8, 787 certification plans
As Boeing pushes ahead toward certification of the 747-8 and the 787, with goals for delivery of the 747-8F and the Dreamliner before the end of this quarter, Congress adjourned without funding the Federal Aviation Administration responsible for… Read More
Boeing 2Q earnings up; delivery forecasts down slightly
Here is Boeing’s earnings press release. Boeing announced its second quarter earnings today. From the conference call: Jim McNerney: The direction we are heading in single aisle program is clear with the American Airlines order for 737RE. We… Read More
787 deliveries for 2011 shrinking
Boeing is likely to deliver only a handful of 787s this year instead of the 12-20 forecast on the year-end and first quarter earnings calls, say sources with direct knowledge of the situation. Deliveries could be as few… Read More
787 deliveries this year
Boeing, on its year-end and 1Q earnings calls, suggested there will be about 40 deliveries of thy 787 and the 747-8 this year, evenly split between the two. Aerospace analysts don’t agree, at least on the 787 side…. Read More