Boeing further trims 787 production; now sees 5/mo in 2021

By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More

Updating Airbus and Boeing Orders At Risk

Subscription Required By Vincent Valery Introduction   Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More

HOTR: Airbus, Boeing R&D spending continues decline

By the Leeham News Team Nov. 5, 2020, © Leeham News: Research and Development spending by the Airbus and Boeing commercial units declined year-over-year. The movement is in keeping with cost-cutting by the Big Two OEMs. For Airbus,… Read More

Pontifications: Certification timing may push EIS for 777X

Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… Read More

Twin Aisle Deliveries: The Good, the Bad, and the Ugly

Subscription Required By Vincent Valery Introduction   Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More

Gov. Inslee misses the point in his pique over Boeing 787 production decision

By Scott Hamilton Analysis Oct. 5, 2020, © Leeham News: The contrast in tones couldn’t be sharper. With the announcement last Thursday by Boeing it will consolidate 787 production from Everett into Charleston, local political leaders were disappointed… Read More

With 787 FAL closing and 747 production ending, what does Boeing do with massive space in Everett?

Subscription Required By Scott Hamilton and Bryan Corliss Introduction Oct. 1, 2020, © Leeham News: Boeing is expected to announce as early as today that it will consolidate the 787 final assembly lines into one at its Charleston… Read More

Sunset of the Quads, Part 8. The A380, 747-8i and 777-9 compared.

Subscription Required By Bjorn Fehrm Introduction   September 24, 2020, © Leeham News: Airbus was disturbed for decades by Boeing’s rein of the Very Large Aircraft (VLA) airliner segment with the 747. It was determined Boeing used this dominance… Read More

A lost decade for aircraft manufacturers, suppliers

Subscription Required Now open to all Readers Introduction By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as… Read More

Sunset of the Quads, Part 7, The A380

Subscription Required By Vincent Valery Introduction   All Nippon Airways’ Flying Honu A380 livery Sep. 17th, 2020, © Leeham News: Last week, we compared the economics of the A340-600 and the 777-300ER on the Los Angeles to Shanghai route…. Read More