Boeing’s Long Term Cash Flows

Subscription Required By Vincent Valery Introduction Aug. 19, 2019, © Leeham News:Boeing’s long-time priorities, adopted after the 787 program finally was past its troubles, is shareholder value. Boeing has spent tens of billions of dollars over the years… Read More

Stored A330s, 777 Classics offer alternative to new orders

Subscription Required Aug. 12, 2019, © Leeham News: Slow sales of the Airbus A330neo, A350 and 777X this year are the result of a dip in the order cycle, A330ceos and 777-300ERs coming off lease and route fragmentation… Read More

Paris Air Show: notable orders other than A321XLR and 737MAX

By Vincent Valery June 24, 2019, © Leeham News: The A321XLR launch and IAG’s 737MAX order gathered most of the attention during the 2019 Paris Air Show. Nevertheless, other significant orders were placed by airlines and lessors.

2019 Outlook: Boeing’s decision on NMA is the headline to watch

Subscription Required Introduction Dec. 21, 2018, © Leeham News: It is a stretch to say 2019 is a pivotal year for Boeing. There would have to be events of tsunami proportions to be pivotal for a company with… Read More

Pontifications: Supply chain melt down to get worse, says manufacturer

Sept. 3, 2018, © Leeham News: There is more evidence the aerospace supply chain is in meltdown—and it’s going to get worse, a manufacturer tells LNC. The OEM requested anonymity to speak frankly. As aerospace analysts gather this… Read More

Wide-body production rates show mix of strength, weakness

Subscription Required Introduction May 14, 2018, © Leeham News: Wide-body production rates by Airbus and Boeing are expected to go up modestly during the next three year, with a jump in 2022—if Boeing 777X production rates head for… Read More

Spies and industrial spying

By Scott Hamilton March 27, 2018, © Leeham News, Bainbridge Island (WA): The unexpected US order to close the Russian Consulate in Seattle this week set off a media frenzy in this city because two reasons cited were… Read More

Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt

Subscription Required Introduction Oct. 16, 2017, © Leeham Co.: President Donald Trump announced Friday he will decertify the Iran nuclear deal, throwing into doubt a host of related commercial deals, including huge aircraft orders. Iran Air Airbus A330…. Read More

Assessing the 25 YOA aircraft factor

Subscription Required Introduction Click on image to enlarge. Sept. 21, 2017 © Leeham Co.: Airbus and Boeing look ahead to 2021 and the next several years when wide-body aircraft begin turning 25 years old to spur orders for… Read More

Assessing the United A350-900 order

Subscription Required Introduction United Airlines last week returned to the Airbus A350-900 it originally ordered. It will replace Boeing 777-200ERs beginning in 2022. Image via Google. Sept. 11, 2017, © Leeham Co.: The deal last week between United… Read More