Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Reorganization at Airbus
Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More
LCC changes face of long-haul
By Bjorn Fehrm 21 September 2016, ©. Leeham Co: Norwegian has announced that it has now flown its three millionth passenger on their long-haul network. Norwegian first launched low-cost flights from Scandinavia to the U.S. in May 2013,… Read More
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
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