Look at entire portfolio when investing in sub-types, Airbus and Boeing say

Jan. 23, 2019, © Leeham News, Dublin: Investors and lessors should take into account the entire product line offered by Airbus and Boeing when considering sub-types that may have few sales to date, officials of the two companies… Read More

2018 deliveries: Airbus leads Single Aisle, Boeing Widebody and Freighters

By Bjorn Fehrm Jan. 10, 2019, © Leeham News: Boeing and Airbus came within six aircraft in their 2018 deliveries, 806 versus 800. For orders, Boeing was the leader, with 893 net orders versus Airbus 747. Looking at Orders… Read More

2019 Outlook: Boeing’s decision on NMA is the headline to watch

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Has the A380 worse economics than the 777-9 or A350-1000?

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NMA must stand on its own business case

Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More

Boeing’s growing 777X challenge

Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More

Boeing cash flows generously, KC-46A snarfs up some of it

By Dan Catchpole  July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More

VLA era is over; are 777X, A350-1000 too large?

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Airbus risks losing market share if it doesn’t boost A350 production

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Boeing 777-9 or Airbus A350-1000 for the Gulf carriers?

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