Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing’s Long Term Cash Flows August 19, 2019
- Pontifications: Trump-China trade war hits Boeing August 19, 2019
- Bjorn’s Corner: Fly by steel or electrical wire, Part 4 August 16, 2019
- Will the A220 drive the trans-Atlantic fragmentation to smaller jets? Part 2. August 15, 2019
- Embraer presents second quarter 2019 results. August 14, 2019
Boeing’s 777X analyzed
By Bjorn Fehrm Subscription Required Introduction January 24, 2019, © Leeham News: Boeing will roll out the first 777X flight test aircraft mid-spring. The first aircraft, the static test airframe, was rolled out in September. Flight-testing should start… Read More
2019 Outlook: Boeing’s decision on NMA is the headline to watch
Subscription Required Introduction Dec. 21, 2018, © Leeham News: It is a stretch to say 2019 is a pivotal year for Boeing. There would have to be events of tsunami proportions to be pivotal for a company with… Read More
Has the A380 worse economics than the 777-9 or A350-1000?
Subscription Required. Introduction December 13, 2018, © Leeham News.: Last week we checked if the claims in media the Airbus A380 is more expensive to operate than a Boeing 777-300ER has merit. As so often, media compared apples… Read More
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?
Subscription Required Introduction June 18, 2018, © Leeham News: The era of the Very Large Aircraft appears over. The Boeing 747 passenger airliner, while nominally still offered for sale, is in reality dead. The Airbus A380 limps along… Read More
Airbus risks losing market share if it doesn’t boost A350 production
Subscription Required Introduction June 11, 2018, © Leeham News: Boeing is increasing the production rate of the 787 next year from 12 to 14/mo. Airbus is reducing the production rate of the A330neo from 10 to 6/mo. Last… Read More