How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?

By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More

To what level can Boeing’s remaining cash cow, the 787, pay the company bills?

By Bjorn Fehrm Subscription Required Introduction January 9, 2020, © Leeham News: What a difference a decade made. In January 2010, the Boeing 787 Dreamliner had just made its much delayed first flight and its crisis was at… Read More

Air India’s Rupee bottomless pit

Subscription Required By Vincent Valery Introduction   Jan. 6, 2020, © Leeham News: Air India lost more than $1bn in the fiscal year 2018-19. After years of heavy financial losses, the Indian government is mulling another privatization attempt. The… Read More

2020 Outlook for Airbus, Boeing, et al

Subscription required Introduction By the  Leeham News team. Jan. 2, 2020, © Leeham News: This will be a pivotal year for Boeing. It will be a year of challenges for Airbus. Embraer Commercial Aviation should disappear. Mitsubishi Heavy… Read More

Boeing union creates strike fund for 2024 contract negotiations

Dec. 21, 2019, © Leeham News: The International Association of Machinists District 751, the touch-labor union at Boeing’s Seattle-area plants, launched a campaign for a strike fund this week. The current labor contract expires in September 2024, five… Read More

A tectonic shift towards large narrowbody

Subscription Required By Vincent Valery Introduction A321XLR. Source: Airbus. Dec. 9, 2019, © Leeham News: There are now more firm orders for the Airbus A321neo than all the latest generation widebody programs combined: Airbus A330neo and A350, Boeing… Read More

A tangled web at the HNA Group

Subscription Required By Vincent Valery Introduction   Nov. 18, 2019, © Leeham News: The HNA Group, a Chinese conglomerate with a heavy focus on aviation, has been in the spotlight for a few years as its financial condition deteriorated…. Read More

Boeing charges, costs nearly $35bn since 1996

By Vincent Valery Introduction   Nov. 5, 2019, © Leeham News: Boeing already has racked up $9.2bn in one-time charges and additional costs to the accounting block in the 737 MAX crisis. Some expect there will be more substantial… Read More

Boeing earnings call: still hopes for 4Q recertification

Oct. 23, 2019, © Leeham News: Boeing reaffirmed its belief that the Federal Aviation Administration will authorize a return to service for the grounded 737 MAX this quarter. The FAA certification flight will occur soon, said Dennis Muilenburg,… Read More

Boeing to cut 787 production rate, cites global trade environment

Oct. 23, 2019, © Leeham News: Boeing will cut the 787 production rate from 14 to 12 for two years beginning next year, the company said this morning. “Given the current global trade environment, 787 production rate will… Read More