Analysis: The collapse of the Boeing-Embraer joint venture

By the Leeham News Team Analysis April 25, 2020, © Leeham News: The Boeing-Embraer joint venture is off. Boeing called off the JV, saying Embraer didn’t satisfy all the conditions required. The impact to Embraer is more profound… Read More

Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs

By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More

Boeing may have checkmated Airbus in trade dispute

By Scott Hamilton Feb. 20, 2020, © Leeham News: Boeing may have just checkmated Airbus in the long-running trade dispute between the US and European Union. In an unexpected move, Boeing and Washington State crafted legislation to void… Read More

MAX, 777X certification questions abound at Singapore Airshow

By Judson Rollins February 13, 2020, © Leeham News: Despite depressed turnout at this year’s Singapore Airshow, there was still plenty of conversation around the return to service for Boeing’s beleaguered 737 MAX – and potential impacts on… Read More

Boeing 737 production rate boost to 57/mo delayed by four years

Plan called for 737 rate to go to 57/mo YE 2019. This rate won’t be achieved until 2023. Rate reduction considered for 777.  By Scott Hamilton Feb. 5, 2020, © Leeham News, Lynnwood (WA): Suppliers attending the annual… Read More

Assessing airlines’ widebody replacement needs

Subscription Required By Vincent Valery Introduction   Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More

Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider

Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More

Third time is the charm: 777X takes to the sky today

By Scott Hamilton Jan. 25, 2020, © Leeham News: The third time was the charm. After being rained out Thursday and scrubbing the first flight Friday due to high winds, Boeing successfully launched the 777X into the air… Read More

First flight of Boeing 777-9 today, weather-dependent

By Scott Hamilton Jan. 24, 2020, © Leeham Co.: In a year filled with bad news, Boeing finally had something good to crow about. The 777-9’s first flight is today. It comes about a year late, due to… Read More

Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy

Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More