Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer’s 2Q2020: Revenues more than halved, causing increasing losses August 5, 2020
- HOTR: Boeing warns of forward losses on 787, 777X programs August 5, 2020
- Boeing’s big opportunity August 3, 2020
- HOTR: NOK Air, 3 more bite the dust in COVID fall-out July 31, 2020
- Bjorn’s Corner: The challenges of Hydrogen. Part 2. Ecosystem. July 31, 2020
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 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 crisis. But in chaos, there… 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
Looking ahead for 2020 and 2030 decades: Boeing
Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More
Pontifications: New GE Aviation CEO will face big challenges
June 1, 2020, © Leeham News: The new chief executive officer for GE Aviation (GEA) will face huge challenges when he or she succeeds David Joyce when he retires this year, say industry sources. Joyce was named CEO… Read More
Better to bring capacity back with a 777-9 or 787-10 if we fly 777-300ER today?
By Bjorn Fehrm Subscription Required Introduction May 21, 2020, © Leeham News: We looked at the economics of extending the lease of a Boeing 777-300ER or taking an ordered 777-9 here. If traffic post-COVID-19 on the routes we… Read More
Better to bring capacity back with a 787-10 or 777-300ER
Subscription Required By Vincent Valery Introduction May 14, 2020, © Leeham News: Last week, we compared the economics of the Boeing 777-300ER and 777-9 on the world’s busiest intercontinental route. The older aircraft proved a viable alternative, thanks… Read More
Pontifications: Boeing focuses on design, production vs airplane development–for now
By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More
Better to bring capacity back with a 777X or 777-300ER? Part 2
By Bjorn Fehrm Subscription Required Introduction May 7, 2020, © Leeham News: With the Covid-19 pandemic depressing passenger traffic for years to come, we started an analysis last week on the options the airlines have who wait for… Read More
Better to bring capacity back with a 777X or 777-300ER
Subscription Required By Vincent Valery Introduction April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More