Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Services are driving revenues and profits in difficult times, Part I May 15, 2025
- The BWB has a long way to go before flying passengers, freight May 12, 2025
- 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
Two “Boeing countries” on Trump’s no-fly list
Jan. 30, 2017, © Leeham Co.: Two of the seven countries on President Trump’s own “no-fly” list of travelers coming to the United States committed to 108 Boeing airplanes. One of the governments is an ally of the… Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More
Boeing to decide this year 787 production rate of 14/mo
Jan. 25, 2017: Boeing today reported slightly lower revenues for 2016 vs. 2015. Revenues were down 2% to $94.6bn vs $96.1bn. Net profit was down 5% year-over-year, reflecting the lower revenues and after charges on the KC-46A tanker… Read More
Pontifications: Airbus, Boeing single-aisle production rates solid
Jan. 23, 2017, © Leeham Co.: The global economy is softening and airlines are deferring airplanes, but we don’t see Airbus or Boeing trimming aircraft production for their single-aisle airplanes. Over-sales and rising fuel prices support today’s A320… Read More
Comparing 777 Classic, 787 Book:Bill in recent years
Subscription required. Introduction Jan. 11, 2017, (c) Leeham Co.: Future production rates of the Boeing 787 is a concern for LNC, which has been explained in detail here. A little history provides some context. Figure 1. Analysis from March… Read More
Pontifications: Boeing’s book:bill shortfall draws market ho-hum
Jan. 9, 2017, © Leeham Co.: Boeing’s falling a little short of a 1:1 book:bill last year was expected and drew a ho-hum from the market. The stock was up fractionally for the rest of the day after… Read More
Market, other factors emerging, creating Boeing 787 concern
Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: Despite a rosy picture painted by Boeing about the future of the 787 and the ability to recover more than $29bn in deferred production Boeing photo. and tooling costs,… Read More
Pontifications: Leeham News’ approach to the news
Leeham News and Comment will be on holiday Dec. 24, 2016, through Jan. 2, 2017, barring major breaking news. Merry Christmas and Happy New Year. Dec. 19, 2016, © Leeham Co. Two thousand sixteen is almost over. This… Read More
Deferrals grow as airlines fight to keep bottom line
Subscription Required Introduction Jan. 09, 2017, © Leeham Co.: Airlines have deferred or are thinking about deferring more than 400 airplanes in the near term, a review of decisions and deliberations that have been made during the last… Read More
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Posted on January 9, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Pratt & Whitney, Premium, Qatar Airways, Rolls-Royce
777 Classic, 787, A380, Airbus, airlines, Boeing, Bombardier, Emirates Airlines, Goldman Sachs, Qatar Airways