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
Posted on February 27, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Pontifications, Svalbard, United Airlines
767, 777 Classic, 777-300ER, 777F, 777X, 787, A330, A330-200, A330-800, A330neo, A350, Airbus, American Airlines, Barclays, Boeing, Emirates Airline, Etihad Airlines, Goldman Sachs, Greg Smith, Hong Kong Airlines, National Geographic, Pakistan International Airlines, Singapore Airlines, Svalbard, United Airlines
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
Posted on February 23, 2017 by Scott Hamilton
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
Posted on February 23, 2017 by Bjorn Fehrm
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
Posted on February 15, 2017 by Scott Hamilton
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
Posted on February 15, 2017 by Scott Hamilton
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
Posted on February 15, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, IAM 751, International Association of Machinists
737 MAX, 777X, 787, 787-10, A320ceo, A320NEO, Airbus, American Airlines, Boeing, Boeing Charleston, Boeing Everett, IAM 751, International Association of Machinists, Jim Albaugh, Jim McNerney, Tom Enders, World Trade Organization, WTO
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
Posted on February 13, 2017 by Scott Hamilton
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
Posted on February 9, 2017 by Scott Hamilton
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
Posted on February 8, 2017 by Bjorn Fehrm
Feb. 6, 2017, © Leeham Co.: Boeing officials must be downing antacids by the bushel about now. President Donald Trump has the Mexican president pissed off. Trump’s spokesman says the immigration ban (or pause, or suspense, depending on… Read More
Posted on February 6, 2017 by Scott Hamilton