Leeham News and Analysis
There's more to real news than a news release.
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
HOTR: Norwegian claims $1bn+ in damages from Boeing
HOTR072120 By the Leeham News staff July 21, 2020, © Leeham News: Norwegian Air Shuttle said June 30 it canceled orders for 92 Boeing 737 MAXes and five 787s. The orders still appear on Boeing’s Unfilled Orders website,… Read More
Restoring capacity with the A330ceo or A330neo, Part 5
Subscription Required By Vincent Valery Introduction June 18, 2020, © Leeham News: In the previous articles, we outlined Economic factors that determine whether the older A330ceo or newer A330neo is a better choice for airlines. We summarize those… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More