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
Posted on January 7, 2016 by Scott Hamilton
Airbus, American Airlines, Boeing, Bombardier, Comac, CSeries, Embraer, Irkut, Mitsubishi, Premium
737 MAX, 737-8, 777-200LR, 777-300ER, 777F, 777X, A320, A320NEO, A350, A380, Airbus, American Airlines, ARJ21, Boeing, Bombardier, C919, Comac, CS100, CSeries, E-190 E1, E-195 E2, E-Jet E2, Emrbaer E-190 E2, Irkut, MC-21, Mitsubishi, MRJ90
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
Posted on January 5, 2016 by Scott Hamilton
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
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
Posted on October 20, 2015 by Scott Hamilton
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
Posted on September 14, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Pontifications
737-800, 737-900ER, 737MAX, 737NG, 747-8F, 767-300ER, 777, 777F, 777X, A320, A321, Airbus, American Airlines, Bernstein Research, Boeing, Continental Airlines, Dallas Morning News, Douglas Harned, Gorden Bethune, Herb Kelleher, Randy Tinseth, Robert Crandall, Southwest Airlines, Terry Maxon
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
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
Posted on August 12, 2015 by Scott Hamilton
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
Posted on July 24, 2015 by Scott Hamilton
767-300ERF, 777, 777 Classic, 777-300ER, 777F, 777X, A330, A330ceo, A330F, Airbus, BE Aerospace, Boeing, FedEx
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
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
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Posted on July 21, 2015 by Scott Hamilton
Boeing, Leeham News and Comment
767-300ERF, 777F, Boeing, FedEx