Leeham News and Analysis
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Boeing CEO reiterates production targets
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
Two analysts, two very different views of Boeing free cash flow
Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More
Boeing’s transition to more automation
Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More
Russian-Chinese wide-body: The aircraft, Part 2
By Bjorn Fehrm Subscription required. Introduction September 01, 2016, ©. Leeham Co: In Part 1, we concluded that the existing Il-96 fuselage cross section would be suitable for a new Russian-Chinese wide-body. This means that a lot of experience… Read More
Russian-Chinese wide-body: The aircraft
By Bjorn Fehrm Subscription required. Introduction August29, 2016, ©. Leeham Co: We have now covered the capabilities of the joint venture partners for a Russian-Chinese wide-body and its possible market. Now we will look at what kind of aircraft… Read More
Russian-Chinese wide-body: The market
By Bjorn Fehrm Subscription required. Introduction August 25, 2016, ©. Leeham Co: Having dissected the players behind the Russian-Chinese wide-body, it’s time to look at what market such an aircraft aims to capture. Figure 1. Concept for new wide-body… Read More
AvWeek obtains Boeing sales targets
Aug. 22, 2016, © Leeham Co.: It’s the kind of leak that drives a company crazy. Aviation Week obtained an internal Boeing sales target list that is well below a book:bill of 1:1 this year. The math shows… Read More
WTO near decisions on Airbus, Boeing compliance
Reuters reports that the World Trade Organization (WTO) is nearing decisions on whether Airbus and Boeing complied with previous rulings to fix subsidies the WTO found were illegal in the production of their commercial airliners. In the meantime,… Read More
Boeing lays ground to cut 777 rates again
Aug. 11, 2016, © Leeham Co.: Boeing is laying the groundwork to further reduce the production rate on the 777 Classic and scrap a planned rate increase for the 787 from 12 to 14/mo. Greg Smith, CFO of… Read More
Pontifications: Getting there from here on Boeing’s deferred production costs
Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More
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Posted on August 22, 2016 by Scott Hamilton
Boeing, Leeham News and Comment
787, 787-10, 787-8, 787-9, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Greg Smith, Rob Spingarn, Ron Epstein