Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus stopped consuming cash in 3Q2020 October 29, 2020
- Enhancing the Dreamliner, Part 4: the 787-9 analyzed. October 29, 2020
- Update 2: (adds earnings call information): Update 1: (adds Calhoun on CNBC): Boeing cites grounding, COVID, 787 quality issues in 3Q/9 month loss October 28, 2020
- Key Airbus, Boeing supplier sees recovery in 2022 October 28, 2020
- HOTR: With MAX nearing recertification, Boeing has bigger problem October 27, 2020
Twin Aisle Deliveries: The Good, the Bad, and the Ugly
Subscription Required By Vincent Valery Introduction Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More
Gov. Inslee misses the point in his pique over Boeing 787 production decision
By Scott Hamilton Analysis Oct. 5, 2020, © Leeham News: The contrast in tones couldn’t be sharper. With the announcement last Thursday by Boeing it will consolidate 787 production from Everett into Charleston, local political leaders were disappointed… 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
Sunset of the Quads, Part 8. The A380, 747-8i and 777-9 compared.
Subscription Required By Bjorn Fehrm Introduction September 24, 2020, © Leeham News: Airbus was disturbed for decades by Boeing’s rein of the Very Large Aircraft (VLA) airliner segment with the 747. It was determined Boeing used this dominance… Read More
A lost decade for aircraft manufacturers, suppliers
Subscription Required By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as returning to 2019 passenger traffic and… Read More
Sunset of the Quads, Part 7, The A380
Subscription Required By Vincent Valery Introduction All Nippon Airways’ Flying Honu A380 livery Sep. 17th, 2020, © Leeham News: Last week, we compared the economics of the A340-600 and the 777-300ER on the Los Angeles to Shanghai route…. Read More
R&D spending at Boeing plunges; Airbus yet to kick in
Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More
HOTR: Boeing warns of forward losses on 787, 777X programs
By the Leeham News Staff Aug. 5, 2020, © Leeham News: In another demonstration of the negative impact of the COVID-19 crisis, Boeing warned that two flagship airplane programs could face forward losses. Neither the 787 nor the… 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