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

Analysts skeptical going into Boeing investors day

Subscription Required Introduction May 12, 2016, © Leeham Co.: Boeing executives faced skeptical aerospace analysts at its annual investors day yesterday in Seattle. Presentations by Dennis Muilenburg, CEO of The Boeing Co., Chairman, President and Chief Executive Officer,… Read More

737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

Pontifications: Why the 787-8 is no longer favored by Boeing

March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More

ISTAT Day 1: Used 777 values depend on engines, leases

Feb. 29, 2016 (c) Leeham Co.: The Boeing 777-200ER is not worth $7.7m or even $10m, but $37m to $47m, according to four appraisers who appeared today at the ISTAT AGM. We’re at the 2016 ISTAT AGM in… Read More

Can the 787 pay its debts?

By Bjorn Fehrm Subscription required. Introduction 04 February, 2015, © Leeham Co: Boeing has presented its results for the last quarter of 2015. It was a quarter for Boeing with solid performance in revenue ($96.1bn) and in cash generation… Read More

Dissection of Boeing’s 2015 order book

Jan. 12, 2016, © Leeham Co. Boeing announced its year-end 2015 orders tally, with 768 net orders and 878 gross orders. It is becoming increasingly clear the 737 MAX is essentially a one-aircraft family. As expected, 737NG orders… Read More

How good is a used 767-300ER? Part 4

Subscription Required. By Bjorn Fehrm Introduction Jan. 6 2016, ©. Leeham Co: We now finish our series of acquiring a used Boeing 767 aircraft to upgrade a Boeing 757-based long haul service. The 767 went out of favor recently… Read More

Do the Boeing 787 sums add up, Part 2

By Bjorn Fehrm Subscription required. Introduction  Oct. 22, 2015, ©. Leeham Co: This is an update on our article about Boeing 787 program costs now that Boeing has presented its 3Q 2015 results. It was a good quarter for… Read More

Do the Boeing 787 sums add up?

By Bjorn Fehrm Subscription required. Introduction Oct. 19, 2015, ©. Leeham Co: Boeing presents its Q3 2015 results on Wednesday. This is a hotly awaited presentation, as analysts then will get another data point in their quest to understand… Read More