Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Boeing view of market conditions today
Sept. 14, 2015, © Leeham Co.: Randy Tinseth, Boeing’s VP Marketing, spoke with Bernstein Research last week on a variety of topics. In a note issued after the conversation, analyst Douglas Harned reported: “Boeing views the 140 orders to… Read More
Mitigating risk, lessons learned as Boeing heads into MAX, 777X production
Aug. 12, 2015, © Leeham Co. Mitigating risk and taking lessons learned from across the entire 7-Series families are key to improving productivity, cutting costs and preparing for the transition from the 737NG to the MAX and from… Read More
B/E Aerospace sees “flat” widebody deliveries through 2016
Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More
Fancher takes on KC-46A; FAA investigating Allegiant Air
July 30, 2015: Scott Fancher, regarded as the person to come in and take over troubled programs at Boeing, has been named to take over the KC-46A program. Fancher originally came to Boeing Commercial Airplanes from the Boeing… Read More
Options for Singapore Airlines to operate direct flights to the US, part 3.
By Bjorn Fehrm Subscription required. July 22, 2015 © Leeham Co. We will now finish our series around Singapore Airlines (SQ) need for an Ultra Long Haul (ULH) airliner by looking at what would be the technology and performance… Read More
Interior supplier sees 777, A330 production rates coming down
July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More
Options for Singapore Airlines to operate direct flights to the US, part 2.
By Bjorn Fehrm Subscription required. July 23, 2015 © Leeham Co. After having looked at Airbus’ A350-900 and Boeing’s 777-200LR for filling Singapore Airlines (SQ) need for an Ultra Long Haul (ULH) airliner we now complement the analysis… Read More
Pontifications: Boeing takes another charge on tanker program; What’s next?
July 20, 2015, © Leeham Co.: Boeing on Friday took another charges against its USAF aerial refueling tanker program, the KC-46A, this time $536m after taxes ($855m before taxes). This brings the charges to date to more than $800m… Read More