Challenges facing Boeing in 767-300ER passenger restart

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Look for more KC-46A tanker orders soon

Feb. 8, 2017, © Leeham Co.: Boeing last month received a $2.1bn order for 15 more KC-46A tankers from the US Air Force, bringing the total so far to 34. Look for more orders in the coming months…. 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

Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Boeing sees “healthy” future for 767

Aug. 19. 2015, © Leeham Co. Boeing sees a “healthy” future for the 767 commercial line, but won’t comment whether this includes an effort to rekindle interest for passenger airlines, or if the future is strictly for cargo carriers…. Read More

Interior supplier sees 777, A330 production rates coming down

July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More

FedEx orders 50+50 767-300Fs (but no 777Fs)

FedEx today announced an order for 50+50 Boeing 767-300ERFs. We previewed this prospect July 8. But there were no Boeing 777Fs involved, as we reported there “perhaps” might be. FedEx, which also operates the 777F, deferred orders for… Read More

Assessing the wide-body and narrow-body freighters

This column has been updated since distribution to our e-mail recipients Sept. 22. There is an emerging demand to replace aging small- and medium-size wide-body freighters, but with limited choices to replace them. Airbus A310Fs and A300Fs are… Read More

Boeing in Puget Sound after the IAM 777X vote: bleak, unless something changes

With the rejection last week by the International Association of Machinists Local 751of the Boeing contract offer that would have located the 777X airplane assembly and wing production in Puget Sound (Seattle), the inevitable question arises: What is… Read More

FedEx, Southwest near Boeing deals: Bloomberg and WSJ

While we are waiting for the IAM vote tonight, it looks like two more big wins for Boeing. Bloomberg reports FedEx is about to order 30 767-300ER freighters. The Wall Street Journal reports Southwest Airlines is about to… Read More