HOTR: Boeing warns of forward losses on 787, 777X programs

By the Leeham News Staff Aug. 5, 2020, © Leeham News: In another demonstration of the negative impact of the COVID-19 crisis, Boeing warned that two flagship airplane programs could face forward losses. Neither the 787 nor the… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book. As a result, the OEM… Read More

Restoring capacity with the A330ceo or A330neo, Part 5

Subscription Required By Vincent Valery Introduction   June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More

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