Long-haul cost differences

By Bjorn Fehrm Subscription Required Introduction March 2, 2017, © Leeham Co.: The single-aisle, long-haul operations are on the increase. The new re-engined Airbus A320neo and Boeing 737 MAX generations are good for destinations of up to 3,000… Read More

Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More

Boeing company uses A321 in website promo

Feb 23, 2017, (c) Leeham Co.: A Boeing company, Inventory Locator Service, yesterday posted an Evolution of Boeing graphic on its website that traces key points in Boeing’s history. There was a problem, however: the airplane at the top… Read More

CSeries trans-Atlantic capability

By Bjorn Fehrm Subscription Required Introduction February 23, 2017, © Leeham Co.: We previously described how new generation engines make the Boeing 737 MAX 8 a trans-Atlantic aircraft. The MAX 8 is smaller than the Airbus A321LR, but… Read More

Huge win for Boeing in union vote

Feb. 15, 2017, (c) Leeham Co.: It wasn’t even close: 74% percent of the Boeing hourly touch-labor workers at the 787 plant in North Charleston (SC) voted against the International Association of Machinists to represent them. It’s a… Read More

IAM loses union vote at Boeing SC

Update: IAM got thumped: 75% to 25% for unionization, 2,097 to 731. Kawabunga! Feb. 15, 2017: The International Association of Machinists lost its effort to unionize Boeing’s Charleston (SC) 787 plant. The result was announced about 8:30pm EST… Read More

Long, bitter history precedes union vote at Boeing Charleston today

Feb. 15, 2017, © Leeham Co.: Boeing’s touch-labor workers at its 787 assembly plant in North Charleston (SC) will vote today on whether to become represented by the International Association of Machinists (IAM). It’s a vote with huge… Read More

Analyst puts Sell on Boeing stock in unusally bearish report

Feb. 13, 2017, © Leeham Co.: In an extraordinarily bearish research note, boutique Buckingham Research Group (BRG) downgraded Boeing stock to Underperform (Sell) from Neutral (Hold) today. BRG, which agrees with other aerospace analysts that Boeing stock is… Read More

Deferrals at historic low, say Boeing CEO

Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More

Norwegian, from regional to mainline competitor

By Bjorn Fehrm Introduction February 8, 2017, ©. Leeham Co: When SAS (Scandinavian Airlines Systems) canceled Norwegian Air Shuttle’s (NAS) contract to feed its Norwegian network 2002, it had no idea the former feeder would almost run it out… Read More