Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer versus Boeing JV arbitration decision results in $150m cash payment September 16, 2024
- Why the IAM 751 rejected the Boeing contract and what is needed for approval September 16, 2024
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 23. New versus old, GTF versus V2500 September 13, 2024
- IAM files Unfair Labor Practice against Boeing in thumping rejection of contract September 13, 2024
Freighter market faces turmoil while passenger sector gets the headlines
Subscription Required By Scott Hamilton June 10, 2024, © Leeham News: Delivery delays of widebody airplanes are causing disruptions in freighter conversion plans as feedstock is retained for passenger operations. IAI Bedek Boeing 777-300ER P2F. Photo: IAI Bedek…. Read More
Exclusive: Boeing shifts 118 777 orders to “iffy” under accounting rule; 191 firm orders remain
By Scott Hamilton and Vincent Valery Feb. 1, 2021, © Leeham News: There are now just 191 firm orders for the Boeing 777X. Boeing last week reclassified 118 777X orders from firm to iffy (LNA’s term) due to… 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
HOTR: Adjusting Airbus and Boeing orderbooks
By the Leeham News Staff Sept. 15, 2020, © Leeham News: Boeing has removed hundreds of 737 MAX orders from its order book. While some were direct cancellations from customers, most came through ASC 606 adjustments. Airbus does… 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
Boeing’s second quarter of 2020; cutting production as revenue halves due to MAX grounding and COVID-19
July 29, 2020, © Leeham News: Boeing presented its results for the second quarter of 2020 today. The company revenue is halved compared with the last second quarter with full 737 MAX production, 2Q2018. The reported loss was… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Third time is the charm: 777X takes to the sky today
By Scott Hamilton Jan. 25, 2020, © Leeham News: The third time was the charm. After being rained out Thursday and scrubbing the first flight Friday due to high winds, Boeing successfully launched the 777X into the air… Read More
First flight of Boeing 777-9 today, weather-dependent
By Scott Hamilton Jan. 24, 2020, © Leeham Co.: In a year filled with bad news, Boeing finally had something good to crow about. The 777-9’s first flight is today. It comes about a year late, due to… Read More
Certification process for 777X is another hurdle for Boeing
By Scott Hamilton Jan. 16, 2020, © Leeham News: Certification of the Boeing 777X is far off. The airplane’s first flight hasn’t occurred. There is no date announced when it will, but sources suggest it could be this… Read More