Leeham News and Analysis
There's more to real news than a news release.
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
Pontifications: Boeing’s risk if Trump goes wild
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
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More
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