Market, other factors emerging, creating Boeing 787 concern

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Pontifications: Embraer, contrary to others, looks to momentum in 2017

Jan. 3, 2017, © Leeham Co.: Airbus, Boeing and Bombardier look toward 2017 as a bit of a punk year, as detailed in our Look Ahead for subscribers only. Not so by Embraer. In an exclusive interview, John… Read More

Airbus, Boeing agree on NMA–for now

Oct. 12, 2016, © Leeham Co.: It’s rare when Airbus and Boeing agree on product strategy, but officials of the two companies seemed in almost perfect alignment in separate interviews by LNC last week. Barry Eccleston, president of… Read More

Pontifications: Getting there from here on Boeing’s deferred production costs

Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More

Boeing’s 2Q2016 results and the 787

By Bjorn Fehrm August 03, 2016, ©. Leeham Co: Boeing released its 2Q 2016 results last week. This is always a good opportunity to look at information regarding its 787 Dreamliner project. Last week’s call did not disappoint even… Read More

Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More

Airbus’ Leahy shifts a bit on MOM aircraft

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Boeing: no new technical issues with KC-46A

June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More

New KC-46A delay means more charges probable

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Pontifications: Improbably, 787 surplus develops

May 16, 2016, © Leeham Co.: As improbable as it sounds, a short-term surplus of Boeing 787s has developed, say several market officials. Lease rates in some cases on 787-8s and 787-9s have dropped below $900,000/mo for 787-8s… Read More