Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
Pontifications: Boeing in Washington: Here We Go Again
By Bryan Corliss Sept. 7, 2020, © Leeham News: Stop me if you’ve heard this one: the pundits are saying Boeing is going to leave Puget Sound, leaving behind the hollow husk of a company doomed to wither… Read More
Pontifications: WA State frets about Boeing brain drain, but it’s already happening
Aug. 31, 2020, © Leeham News: Elected officials and others in Washington State worry about the “brain drain” as Boeing considers whether to consolidate 787 production from Everett to Charleston. These people are asleep at the switch and… Read More
R&D spending at Boeing plunges; Airbus yet to kick in
Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More
Pontifications: Did Boeing telegraph its decision in February consolidating 787 production?
Aug. 24, 2020, © Leeham News: Did Boeing telegraph plans to consolidate its 787 production in Charleston last February? That’s when Boeing announced it asked the Washington Legislature to cancel tax breaks granted in 2003 to locate what… Read More
IAM warns members: Boeing is coming for concessions on 787 consolidation study
Aug. 22, 2020, © Leeham News: The president of Boeing’s touch labor union, IAM 751, is warning members that the company study about potentially consolidating 787 production in Charleston could lead to a request for new concessions from… Read More
Pontifications: A330neo future bleak from COVID impact
Aug. 17, 2020, © Leeham News: At least half the Airbus A330-900 skyline is with airlines that are in administration, technically insolvent or with a politically sanctioned carrier. These could be characterized as in Red Alert. The COVID-19… Read More
HOTR: Boeing warns of forward losses on 787, 777X programs
By the Leeham News Staff Aug. 5, 2020, © Leeham News: In another demonstration of the negative impact of the COVID-19 crisis, Boeing warned that two flagship airplane programs could face forward losses. Neither the 787 nor the… Read More
COVID production rates “firm” up
By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More
Boeing’s second quarter of 2020; cutting production as revenue halves due to MAX grounding and COVID-19
July 29, 2020, © Leeham News: Boeing presented its results for the second quarter of 2020 today. The company revenue is halved compared with the last second quarter with full 737 MAX production, 2Q2018. The reported loss was… Read More
Applying ASC 606 to the Airbus Order Book
Subscription Required Now open to all readers. By Vincent Valery Introduction July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More