Pontifications: Boeing is back

July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.) Boeing is back into airplane development mode. To be… Read More

Thinking outside the box at Pratt & Whitney

June 16, 2016, © Leeham Co.: “I’m working on six or eight engines. The more the better.” This startling statement comes from Alan Epstein, vice president of technology and the environment for Pratt & Whitney. It runs counter… Read More

Pontifications: The Bottom Line isn’t always about The Bottom Line

June 6, 2016, © Leeham Co.: Sweetheart deals to win strategic aircraft orders are nothing new in commercial aviation. John Leahy, COO-Customers for Airbus, last week poked Bombardier for its order from Delta Air Lines. Citing a reported… Read More

Pontifications: Airbus USA321 a milestone for US aerospace

March 28, 2016, © Leeham Co.: The first US-built A320ceo family member took to the skies for its first flight last week. The A321ceo, destined for JetBlue, is the first assembled at the new Airbus A320 plant in… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

Boeing Outlook: 777 rate cut, 737 hike (Update 2)

Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More

LNC’s annual production forecast for Airbus, Boeing

Subscription Required Introduction Jan. 11, 2016, © Leeham Co. Airbus and Boeing are headed for parity in monthly production rates by the end of this decade, a new forecast by Leeham Co. shows. In our annual production rate… Read More

Boeing delivers 762 airliners, gets 768 orders in 2015

Jan. 7, 2015: Boeing racked up 762 airliner deliveries last year, a record, while booking 768 orders–a book:bill of fractionally over 1:1. Boeing throughout the year had largely guided a book:bill of slightly better or slightly lower than… Read More

Bjorn’s Corner: MRJ90 first flight

13 November 2015, ©. Leeham Co: Mitsubishi flew their MRJ for the first time this week. I could have added “finally” because it is two years late compared to the original time plan. But who cares when the… Read More

Embraer faces new challenge from MRJ90

Part 2 Sept. 10, 2015, © Leeham Co. Embraer is the dominant producer of commercial aircraft in the 70-125 seat sector, having overtaken Bombardier in the last decade following the development and 2004 introduction of the E-Jet. Bombardier’s CRJ… Read More