Enhancing the Dreamliner, Part 8: Wrap Up

Subscription Required By Bjorn Ferhm and Vincent Valery Introduction   Nov. 26, 2020, © Leeham News: After analyzing the three members of the Dreamliner family on several routes out of San Francisco to Asian destinations, we conclude the series… 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

Pontifications: EU tariffs on Boeing airplanes in effect; ~60 at risk

Nov. 16, 2020, © Leeham News: The European Union implemented tariffs Nov. 9 on Boeing and other US products in retaliation for the Trump Administration tariffs on Airbus and EU products. This is the latest in the 16-year… Read More

Enhancing the Dreamliner, Part 6: The 787-10 analyzed

Subscription Required By Bjorn Fehrm Introduction November 12, 2020, © Leeham News: We look deeper at the 787-10, the stretched Dreamliner. The 787-10 was conceived as a “cut and stretch” of the 787-9, leaving as many parts untouched… Read More

Enhancing the Dreamliner, Part 5: 787-10

Subscription Required By Vincent Valery Introduction   Nov. 5, 2020, © Leeham News: After analyzing the 787-9, we now turn our attention to the last Dreamliner variant that entered into service, the -10. The 787-10 was developed as a… Read More

Boeing 787 SC plant has room to increase production in current building: Exclusive Leeham News Analysis

Subscription Required  By the Leeham News Team Introduction Nov. 2, 2020, © Leeham News: When Boeing announced consolidation of the 787 Program in Charleston, Washington State and local officials—as well as thousands of employees—hoped that if production rates… Read More

Enhancing the Dreamliner, Part 4: the 787-9 analyzed.

Subscription Required By Bjorn Fehrm Introduction   October 29, 2020, © Leeham News: We look deeper at the 787-9, the most successful member of the Dreamliner family. It’s 50 seats larger than the 787-8 but shares the same wing… Read More

Update 2: (adds earnings call information): Update 1: (adds Calhoun on CNBC): Boeing cites grounding, COVID, 787 quality issues in 3Q/9 month loss

Oct. 28, 2020, © Leeham News: Boeing released its 3Q2020 and nine months financial report this morning and, as expected, it wasn’t pretty. Boeing burned through more than $4.8bn in cash during the quarter from losses. Another $262m… 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

Enhancing the Dreamliner, Part 2: The 787-8 analyzed

Subscription Required By Bjorn Fehrm Introduction   October 15, 2020, © Leeham News: We look deeper at the 787-8, the smallest member of the Dreamliner family. After selling well initially, it has fallen out of favor with the airlines…. Read More