Leeham News and Analysis
There's more to real news than a news release.
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
Now open to all readers. 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… 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
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