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

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

Pontifications: A new setback for Boeing

Nov. 18, 2019, © Leeham News: Boeing suffered another setback last week, and this time it’s unrelated to the 737 MAX. Boeing abandoned a robotic riveting/fastener system awkwardly called Fuselage Automatic Upright Build, or FAUB, intended to speed… Read More

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