New aircraft programs’ sorry record of delay

Subscription Required. Jan. 7, 2016, (c) Leeham Co. New aircraft programs used to be on time and a source of pride for the Original Equipment Manufactures (OEMs). No longer. Delays are the norm, and despite “lessons learned,” there… Read More

FedEx commitments for 777F not new

Jan. 5, 2015: Last year ended with stories that FedEx had commitments for 16 Boeing 777Fs. The reports concluded that this was a new deal. It’s not. This story, published Dec. 31, neatly summed up the report and… Read More

Airbus passes Boeing in wide-body passenger aircraft sales

Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More

Is FedEx poised to order 777Fs?

Oct. 20, 2015. (c) Leeham Co.: Two developments at FedEx may give a boost to Boeing’s slow-selling 777 Classic program. Pilots approved a six year contract that had been open for some time. Pay increases an average of 10%… Read More

Pontifications: Boeing view of market conditions today

Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More

World air cargo market struggles continue; ominous sign for new-build main-deck freighters

Aug. 26, 2015: World air cargo markets continue to struggle, according to reports yesterday from Cargo Facts newsletter and The Wall Street Journal. Neither report bodes well for new-build, main deck freights, although Cargo Facts concludes a demand… Read More

B/E Aerospace sees “flat” widebody deliveries through 2016

Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More

Interior supplier sees 777, A330 production rates coming down

July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More

FedEx orders 50+50 767-300Fs (but no 777Fs)

FedEx today announced an order for 50+50 Boeing 767-300ERFs. We previewed this prospect July 8. But there were no Boeing 777Fs involved, as we reported there “perhaps” might be. FedEx, which also operates the 777F, deferred orders for… Read More

Mid-Year pause: warning signs for Airbus and Boeing?

Subscription required. Introduction July 9, 2015, © Leeham Co. At the half way point of 2015, there are a number of signs emerging that require some interpretation. Some are signs of caution. Others are Go Slow. Summary China’s… Read More