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
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:
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
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
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6 Comments
Posted on August 16, 2016 by Scott Hamilton
Airbus, Boeing
747-8, 787, Airbus, Boeing, WTO
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
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56 Comments
Posted on August 11, 2016 by Scott Hamilton
Boeing
777 Classic, 787, Boeing, Greg Smith, Jefferies Co
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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22 Comments
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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17 Comments
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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61 Comments
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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83 Comments
Posted on July 27, 2016 by Scott Hamilton
Boeing
747-8, 787, Boeing, Boeing 2Q2016 earnings
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