Leeham News and Analysis
There's more to real news than a news release.
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
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
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:
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
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
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.
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
Two analysts, two very different views of Boeing free cash flow
Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Boeing’s transition to more automation
Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More