Leeham News and Analysis
There's more to real news than a news release.
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
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
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
Weekly analyst note synopses
Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More
Slowing economies begin to impact Airbus, Boeing
Subscription Required Introduction LatAm Airbus A350. LatAm may defer some A350s and/or Boeing 787s. Photo: Flickr via Google images. June 13, 2016, © Leeham Co.: Signs are becoming more frequent that airlines are facing slowing economies around the… Read More
UTAS sees increasing electronic architecture in future airplanes
Subscription Required Introduction June 9, 2016, © Leeham Co.: The debate continues whether the next new, clean-sheet airplane will be a Middle of the Market aircraft (MOMA) or replacements for the Airbus A320 and Boeing 737 families. Along… 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
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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