Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Top 10 Leeham News stories of 2016

 Dec. 15, 2016, © Leeham Co.: The story about a Boeing official who asserted that the Airbus widebody strategy is a “mess” proved to be LNC’s most read story of 2016. Our second most-read story is why the… Read More

 27 Comments

 Posted on December 15, 2016 by

 Airbus, Boeing, Bombardier, Leeham News and Comment, MOM

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Boeing cuts 777 production rate again

Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More

 52 Comments

 Posted on December 13, 2016 by

 Boeing

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Pontifications: Making sense of WTO Boeing subsidy case

Dec. 5, 2016, © Leeham Co.: Far be it from me to say, I told you so. But I did. When Washington State extended the Boeing 787 tax breaks in November 2013 to the 777X through 2040, I… Read More

 65 Comments

 Posted on December 5, 2016 by

 Airbus, Boeing

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Airbus, Boeing claim victory in today’s WTO ruling over Washington State tax breaks

Airbus claims “knockout blow.” Boeing claims “complete victory.” WTO Summary of findings and ruling. All the WTO documents are here. Opinion: No sanctions will be levied on Airbus or Boeing. Seattle Times on why nothing will happen with… Read More

 36 Comments

 Posted on November 28, 2016 by

 Airbus, Boeing

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Full Airbus, Boeing statements on WTO ruling

Nov. 28, 2016: Here are the full statements from Airbus and Boeing about the WTO ruling today finding Boeing received prohibited subsidies from Washington State for the 777X development:

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 Posted on November 28, 2016 by

 Airbus, Boeing

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Pontifications: Airbus, Boeing still can sell planes to Iran Air

Nov. 21, 2016, © Leeham Co.: The vote last week by the US House of Representatives to block Airbus and Boeing from selling airplanes to Iran Air doesn’t do this, even if the US Senate goes along and… Read More

 60 Comments

 Posted on November 21, 2016 by

 Airbus, Airlines, Boeing

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Boeing sees wide-body market recovery from 2020

Subscription Required Introduction Nov. 3, 2016, © Leeham Co.: Boeing may have solved its pressing problem of largely filling the production gap for the 747-8, but there is still a long way to go for the Boeing 777X…. Read More

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 Posted on November 3, 2016 by

 Boeing, Premium

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Peeking into Boeing’s future airplanes

Oct. 18, 2016, © Leeham Co.: It was a rare look into potential future airplanes and passenger experience by Boeing, which is known for keeping these topics close to its chest. Mike Sinnett, VP of Product Development for… Read More

 53 Comments

 Posted on October 14, 2016 by

 Airbus, Boeing, MOM

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Weekly Analyst Synopsis: Rolls, Boeing and leasing companies

Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.

 16 Comments

 Posted on September 28, 2016 by

 Airbus, Boeing, Rolls-Royce

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Boeing CEO reiterates production targets

Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More

 296 Comments

 Posted on September 15, 2016 by

 Airbus, Boeing, Middle of the Market

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