August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More
July 27, 2016: For the first time in a Securities and Exchange Commission filing, Boeing said production of the iconic 747 may end. In a 10Q quarterly filing today, concurrent with the 2Q2017 earnings release, Boeing said:
Leeham News and Analysis
Air Lease sounds caution note for Airbus, Boeing
Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More
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Posted on August 10, 2016 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
737, 777 Classic, 787, A320, Air Lease Corp., Airbus, Boeing, John Plueger
Boeing slightly leads Airbus in YTD orders
Aug. 8, 2016, © Leeham Co.: Boeing continues to lead Airbus in the race for orders post-Farnborough Air Show (FIA), but there are key orders announced there that haven’t been booked on the two OEMs order books. Boeing… Read More
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Posted on August 8, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737, 747, 767, 777, 787, A320, A330, A350, Airbus, Boeing, FBR & Co
Pontifications: Twelve new designs in 10 years spurred orders
Aug. 8, 2016, © Leeham Co.: The book:bill for Airbus and Boeing this year will be hard-pressed to reach one. Airbus has a better shot, given lower production rates. But the recent years of record-setting orders are over… Read More
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Posted on August 8, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, CSeries, Irkut, Mitsubishi, Pontifications
737 MAX, 747-8, 787, A320, A330, A330neo, A350, A350 XWB, Airbus, Boeing, Bombardier, C919, Comac, EJet E2, Ejet-E1, Embraer, Irkut, MC-21, Mitsubishi, MRJ
State officials need to act now, ahead of lean times coming at Boeing Everett
August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More
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31 Comments
Posted on August 4, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Middle of the Market, MOM
737, 747-8, 767, 777, 777X, 787, air force tanker, Airbus, Boeing, Jay Inslee, KC-46A
Boeing’s 2Q2016 results and the 787
By Bjorn Fehrm August 03, 2016, ©. Leeham Co: Boeing released its 2Q 2016 results last week. This is always a good opportunity to look at information regarding its 787 Dreamliner project. Last week’s call did not disappoint even… Read More
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Posted on August 3, 2016 by Bjorn Fehrm
Boeing
787, 787-10, 787-8, 787-9, Boeing, program accounting
Boeing 787: Stable Rate, Hike Rate or Cut Rate
Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More
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Posted on August 2, 2016 by Scott Hamilton
Airbus, Boeing, Delta Air Lines, Emirates Airlines
777, 787, 787-10, 787-8, 787-9, A330ceo, A330neo, A350-900, Aeroflot, Airbus, Boeing, Credit Suisse, Delta Air Lines, Dennis Muilenburg, Emirates Airline, Greg Smith, JP Morgan
747 production may end: Boeing
July 27, 2016: For the first time in a Securities and Exchange Commission filing, Boeing said production of the iconic 747 may end. In a 10Q quarterly filing today, concurrent with the 2Q2017 earnings release, Boeing said:
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Posted on July 27, 2016 by Scott Hamilton
Boeing
747-8, 787, Boeing, Boeing 2Q2016 earnings
Pontifications: Boeing softens 747-8F recovery
July 25, 2016, © Leeham Co.: Boeing July 21 announced it is taking an after tax charge of more than $800m against the 747-8 program. It also canceled plans to increase production of the 747-8F from the current 0.5/mo to… Read More
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8 Comments
Posted on July 25, 2016 by Scott Hamilton
air force tanker, Boeing, Farnborough Air Show, Paris Air Show
747-8F, 787, Boeing, Farnborough Air Show, KC-46A, Paris Air Show, Volga-Dnepr
Boeing announces $2bn in new charges
July 21, 2016, © Leeham Co.: Boeing today announced $1.66bn in new after tax charges to its 787 and 747-8 commercial programs and a $393m after tax charge for its KC-46A USAF tanker program. “On a pretax basis… Read More
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30 Comments
Posted on July 21, 2016 by Scott Hamilton
air force tanker, Boeing
747-8, 747-8F, 787, air force tanker, Boeing, Dennis Muilenburg, KC-46A, Volga-Dnepr
Boeing launches PFS 2.0
Update, 0815 PDT July 7: Boeing Corporate Headquarters responded to our questions. The transcript has been added to the article below. July 7, 2016, © Leeham Co.: Boeing’s controversial Partnering for Success (PFS) drew ire from its suppliers… Read More
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21 Comments
Posted on July 7, 2016 by Scott Hamilton
air force tanker, Boeing, Leeham News and Comment, Pacific Northwest Aerospace Alliance, United Technologies
747-8, 787, Boeing, Dave Gitlin, Héroux-Devtek, Jim McNerney, KC-46A, Michel Merluzeau, Pacific Northwest Aerospace Alliance, Partnering for Success, PFS 1.0, PFS 2.0, PNAA, Richard Aboulafia, United Technologies Aerosystems, UTAS
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