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

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

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

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

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:

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

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

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

Book Review: The Crash Detectives

  July 5, 2016, © Leeham Co.: The Crash Detectives, by Christine Negroni, © 2016. Penguin Books. Available on Amazon.com. As an avid follower of The Smithsonian Channel’s “Air Disaster” series and The Weather Channel’s “Why Planes Crash,”… Read More

Pontifications: Boeing is back

July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.) Boeing is back into airplane development mode. To be… Read More