Pontifications: Boeing’s latest forecast raises more doubt than hope

Oct. 12, 2020, © Leeham News: Every year, like clockwork, when Boeing publishes its 20-year Current Market Outlook, there is always another upward revision in forecast demand for new aircraft. So, when the Chicago-based OEM admits that demand… Read More

With 787 FAL closing and 747 production ending, what does Boeing do with massive space in Everett?

Subscription Required By Scott Hamilton and Bryan Corliss Introduction Oct. 1, 2020, © Leeham News: Boeing is expected to announce as early as today that it will consolidate the 787 final assembly lines into one at its Charleston… Read More

Boeing’s big opportunity

Subscription Required Now open to all Readers. By Scott Hamilton Analysis Introduction Aug. 3, 2020, © Leeham News: Boeing has one of the biggest opportunities in decades. This is counter-intuitive, given the disaster it faces with the COVID-19… Read More

Is reengining the Boeing 767 a good idea? Part 3.

By Bjorn Fehrm Subscription Required Introduction October 31, 2019, © Leeham News: We have looked into what a reengining of the 767 with GE GEnx engines would give over the last two weeks. FlightGlobal wrote Boeing considers reengining… Read More

Is re-engining the Boeing 767 a good idea?

By Bjorn Fehrm Subscription Required Introduction October 17, 2019, © Leeham News: FlightGlobal writes Boeing is investigating re-engining the 767-400ER with GE GEnx engines to produce a new freighter and perhaps a passenger aircraft as a replacement for… Read More

Challenges facing Boeing in 767-300ER passenger restart

Subscription Required Now open to all readers. Introduction Nov. 13, 2017, © Leeham Co.: The clock is ticking toward the end of the year for Boeing to decide whether to restart the 767-300ER passenger line. Officials want to… Read More

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