Boeing cuts 747-8 production rate, takes charge

Jan. 21, 2016, (c) Leeham Co. Boeing today announced it will cut the production rate of the 747-8 from the current 1.3/mo and the previously announced 1/mo to 0.5/mo, effective in September. The previously announced rate reduction is… Read More

Dissection of the 2015 Airbus order book

Jan. 13, 2016, © Leeham Co. Airbus yesterday reported 1,139 gross and 1,036 net orders for 2015, dramatically out-performing Boeing’s sales figures. Boeing’s 737NG outsold the A320ceo family but the A320neo captured 67% of the sales vs the… Read More

Analyzing Air Bridge Cargo plans for Boeing 747-8F

Dec. 15, 2015, (c) Leeham Co.: A plan by Russia’s Air Bridge Cargo to acquire another 18 Boeing 747-8Fs does little to solve Boeing’s production gap and program viability, an analysis by LNC shows. Bloomberg News published a… Read More

Airbus passes Boeing in wide-body passenger aircraft sales

Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More

World air cargo market struggles continue; ominous sign for new-build main-deck freighters

Aug. 26, 2015: World air cargo markets continue to struggle, according to reports yesterday from Cargo Facts newsletter and The Wall Street Journal. Neither report bodes well for new-build, main deck freights, although Cargo Facts concludes a demand… Read More

Go Hawks!

July 19, 2015: For those who followed this column for some time, you know we favor the Seattle Seahawks. Boeing has painted another 747-8F in Seahawks colors, so we are indulging to post some photos Boeing released today.

Volga deal for 747-8Fs not as solid as assumed by some; production rate reduction likely

June 23, 2015, © Leeham Co. The Memorandum for Understanding for expansion of the Boeing 747-8F fleet of Volga-Dnepr announced at the Paris Air Show is somewhat less than met the eye at the time. Although Boeing said the 20… Read More

Pontifications: Final thoughts of the Paris Air Show

Our interview during the Paris Air Show with Tom Williams, president and COO of Airbus Commercial, is now open to all Readers. Williams discussions production, supply chain issues, launch aid for the potential A380neo and more. June 22,… Read More

IATA AGM opens against mixed signals from industry

Miami Beach (FL), June 7, 2015: The International Air Transport Assn. (IATA) Annual General Meeting (AGM) opens against a backdrop of conflicting signals from the industry, including from the organization itself. On the one hand, IATA said last… Read More