Leeham News and Analysis
There's more to real news than a news release.
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 Now open to all readers. 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… 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
McAllister out, a new Deal at Boeing Commercial Airplanes
By Scott Hamilton Analysis Oct. 23, 2019, © Leeham News: Kevin McAllister’s departure yesterday as CEO of Boeing Commercial Airplanes comes as no surprise. Only the timing—now instead of next year, as was widely surmised—caught people off guard…. Read More