Leeham News and Analysis
There's more to real news than a news release.
How Boeing pays back the 787 debts
By Bjorn Fehrm Subscription Required Introduction July 27, 2017, © Leeham Co.: Boeing held its 1H2017 call yesterday, giving further information on how the 787 deferred costs decline. The payback in 2Q2017 was $16m per aircraft. Boeing needed… Read More
Boeing assumes 787 rate goes to 14/mo, but still working on it
July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More
Mid-year production/delivery update for Boeing
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
Boeing 787 payback gap widens
By Bjorn Fehrm Subscription Required Introduction July 20, 2017, © Leeham Co.: The 787 Dreamliner is now on its sixth delivery year, well past half calendar time in the program’s 1,300 unit accounting block (for the explanation of… Read More
Is Norwegian in trouble? Part 2
By Bjorn Fehrm July 19, 2017, © Leeham Co.: Last week we raised the question if Norwegian Air Shuttle was in trouble. The CFO, Frode Foss, left a few days earlier. Analysts were worried and the stock dived… Read More
Pontifications: 10 years after the Boeing 787 roll-out
July 10, 2017, © Leeham Co.: Saturday was the 10th anniversary of the roll-out of the Boeing 787. The date was 7/8/07, nicely coincided for the airplane’s name. The event was an extravaganza never seen in commercial aviation,… Read More
MC-21 and C919 compared. Part 2.
By Bjorn Fehrm Subscription required. Introduction June 08, 2017, ©. Leeham Co: We started the comparison of Irkut’s MC-21 and COMAC’s C919 last week. We compared project time plans, structures and aerodynamics. Now we continue with the comparison of… Read More
Qatar Airways: Caught in a political crisis
By Bjorn Fehrm June 07, 2017, ©. Leeham Co: We wrote about Qatar Airways last week, the flag carrier of Qatar. One week later, the airline finds itself caught in a political crossfire. The background to the crisis is… Read More
ISTAT Asia 2017: The fight for the lead
By Bjorn Fehrm May 11, 2017, ©. Leeham Co: Airbus and Boeing had their customary presentation match at the second day of the ISTAT (International Society of Transport Aircraft Trading) conference in Hong Kong. Each OEM stuck to a… Read More
WestJet’s 787, international strategy fraught with risks
Subscription Required Introduction Boeing 787-9. WestJet ordered 10 and placed an option for 10 more. Deliveries begin in 2019. Boeing photo. May 8, 2017, © Leeham Co.: WestJet, Canada’s #2 airline behind Air Canada, is making dramatic departures… Read More