Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Production increase delays hurt Airbus costs December 2, 2024
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
- Engineering, Innovation is our DNA: Embraer November 25, 2024
- No changes to US labor Scope Clauses for indefinite future, says Embraer November 22, 2024
New air cargo operators to drive freighter demand, Boeing says
By Bryan Corliss Nov. 9, 2022, © Leeham News: The Boeing Co. projects the world’s air cargo fleet will grow by 80% in the next 20 years, as new operators rush to meet demand caused by a global… Read More
Boeing’s freighter dominance threatened
Subscription Required Now open to all Readers. By Scott Hamilton April 6, 2021, © Leeham News: As if Boeing didn’t have enough challenges these days, its near-exclusive dominance for new-build freighter may be threatened. Airbus is showing airlines… Read More
Boeing plots support for 747-8
March 29, 2017, (c) Leeham Co.: Boeing is going to build and buy its own 747-8Fs, then lease them as a way to keep the 747 line alive, reports Bloomberg News. With the effective shutdown by Congress of the… Read More
UPS order tops off 747-8 line through 2020
UPS Boeing 747-8F. Source: Boeing. Subscription Required Introduction Oct. 31, 2016, © Leeham Co.: Last week’s order for 14 Boeing 747-8Fs and 14 options by UPS assures continuation of the program through 2020. If options are exercised, and… Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More
Pontifications: A380 “oh-woe-is-me” valid, if premature
Sept. 19, 2016, © Leeham Co. The real (very boring) headline should be: “Aircraft lease reaches end.” This was the wry comment by Alasdair Whyte of Aircraft Investor last week, reporting on media coverage of Singapore Airlines’ decision… Read More
Pontifications: Boeing softens 747-8F recovery
July 25, 2016, © Leeham Co.: Boeing July 21 announced it is taking an after tax charge of more than $800m against the 747-8 program. It also canceled plans to increase production of the 747-8F from the current 0.5/mo to… Read More
Boeing announces $2bn in new charges
July 21, 2016, © Leeham Co.: Boeing today announced $1.66bn in new after tax charges to its 787 and 747-8 commercial programs and a $393m after tax charge for its KC-46A USAF tanker program. “On a pretax basis… Read More
IATA, Lufthansa cargo reports are discouraging
July 6, 2016, © Leeham Co.: Going into the Farnborough Air Show (#FIA16 on Twitter) next week, ominous signs continue to emerge about the health of the air cargo industry. The International Air Transport Assn. (IATA) Wednesday said… Read More
A380 order welcome, but may not add to Airbus backlog
Subscription Required Introduction The news of orders by Iran Air and ANA for 12 and three A380s respectively is good news for Airbus, but these probably don’t do much to boost the backlog in practical terms. These orders… Read More
