Looking ahead for 2020 and 2030 decades: Boeing

Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More

Restoring capacity with the A330ceo or A330neo, Part 1

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: The Airbus A330-200 has been a commercial success, with  642 deliveries since 1998. The Boeing 777-300ER and Airbus A330-300 are the only twin-aisle variants with more… Read More

An accelerating widebody fleet streamlining, Part 2

Subscription Required By Vincent Valery Introduction   June 8, 2020, © Leeham News: Last week, we saw that earlier generations of widebody aircraft had significant range restrictions. Airlines with sizable long haul operations had to operate multiple aircraft types… Read More

An accelerating widebody fleet streamlining, Part 1

Subscription Required By Vincent Valery Introduction   June 1, 2020, © Leeham News: As airlines slashed capacity in the aftermath of the COVID-19 outbreak, some took the opportunity to accelerate aircraft retirements. Older generation twin-aisle aircraft, notably the Airbus… Read More

Pontifications: Boeing focuses on design, production vs airplane development–for now

By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More

Boeing helps some suppliers, but squeezes others

By Scott Hamilton Feb 19, 2020, © Leeham News: Boeing says it is helping some suppliers with liquidity while the 737 MAX is grounded. Other suppliers complain that Boeing is dunning them for alleged bad workmanship, squeezing cash…. Read More

Boeing 737 production rate boost to 57/mo delayed by four years

Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777.  By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More

Assessing airlines’ widebody replacement needs

Subscription Required By Vincent Valery Introduction   Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More

How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?

By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More

2020 Outlook for Airbus, Boeing, et al

Subscription required Introduction By the  Leeham News team. Jan. 2, 2020, © Leeham News: This will be a pivotal year for Boeing. It will be a year of challenges for Airbus. Embraer Commercial Aviation should disappear. Mitsubishi Heavy… Read More