Leeham News and Analysis
There's more to real news than a news release.
Boeing sees wide-body market recovery from 2020
Subscription Required Introduction Nov. 3, 2016, © Leeham Co.: Boeing may have solved its pressing problem of largely filling the production gap for the 747-8, but there is still a long way to go for the Boeing 777X…. Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More
Pontifications: Reorganization at Airbus
Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More
Weekly Analyst Synopsis: Rolls, Boeing and leasing companies
Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.
Weekly analyst update: focus on Boeing, Zodiac and defense stocks
Sept. 21, 2016: Today’s weekly analyst synopsis includes commentary on the US presidential election on defense stocks; some updates about Boeing and its recent appearance before the Morgan Stanley conference; and improvements at Zodiac, which affect Airbus. Analysts… Read More
Boeing CEO reiterates production targets
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
Two analysts, two very different views of Boeing free cash flow
Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Boeing’s transition to more automation
Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More
AvWeek obtains Boeing sales targets
Aug. 22, 2016, © Leeham Co.: It’s the kind of leak that drives a company crazy. Aviation Week obtained an internal Boeing sales target list that is well below a book:bill of 1:1 this year. The math shows… Read More
What’s happened to the VLA sector?
Subscription Required Introduction Aug. 15, 2016, © Leeham Co.: Boeing says it may discontinue the 747 program. Airbus put the A380neo on indefinite hold. Qantas Airways says it doesn’t want its last eight orders. The OEM will reduce… Read More