Leeham News and Analysis
There's more to real news than a news release.
The MAX flies ahead of time
By Bjorn Fehrm 2 February 2016, ©. Leeham Co: The Boeing 737 MAX flew for the first time Friday. On Saturday it was in the air again. Boeing has communicated they will deliver the first aircraft to Southwest next… Read More
Boeing Outlook: 777 rate cut, 737 hike (Update 2)
Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More
Boeing 777 Classic production gap closing
See Scott Hamilton’s new Forbes on-line column, It’s time for hard questions for Boeing. Subscription Required Introduction Jan. 26, 2016, © Leeham Co. Boeing needs to sell more than 200 777 Classics, all with delivery dates through 2021,… Read More
Minuscule demand for Boeing 747-8F
See Scott Hamilton’s new column for Forbes on-line, It’s time for hard questions for Boeing. Subscription Required Introduction One of Boeing’s white tail 747-8Fs. This, and another that has been stored, was painted in the livery of the… Read More
Pontifications: A sea change at Boeing
Jan. 18, 2016, © Leeham Co. The surprise announcement last week of a tentative contract agreement between Boeing and its engineers union, SPEEA, was the best news coming out of the company that I’ve heard in years.
Pontifications: Deliveries matter, so do orders
Jan. 11, 2015, © Leeham Co.: Boeing out-delivered Airbus last year by a wide margin. Airbus obtained more orders than Boeing by a wide margin. Behind our paywall today, we look at some of the reasons for this… Read More
Boeing delivers 762 airliners, gets 768 orders in 2015
Jan. 7, 2015: Boeing racked up 762 airliner deliveries last year, a record, while booking 768 orders–a book:bill of fractionally over 1:1. Boeing throughout the year had largely guided a book:bill of slightly better or slightly lower than… Read More
Analyzing Air Bridge Cargo plans for Boeing 747-8F
Dec. 15, 2015, (c) Leeham Co.: A plan by Russia’s Air Bridge Cargo to acquire another 18 Boeing 747-8Fs does little to solve Boeing’s production gap and program viability, an analysis by LNC shows. Bloomberg News published a… Read More
4-engine single-aisle airplanes could make comeback, says technology VP
Dec. 15, 2015, © Leeham Co: LNC’s Bjorn Fehrm started a firestorm of discussion last Friday with his Corner about twins-vs-quads column. His focus was on the Very Large Aircraft sector. Overlooked in all of the discussion was… Read More
LNC’s annual production forecast for Airbus, Boeing
Subscription Required Introduction Jan. 11, 2016, © Leeham Co. Airbus and Boeing are headed for parity in monthly production rates by the end of this decade, a new forecast by Leeham Co. shows. In our annual production rate… Read More
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Posted on January 11, 2016 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment, Premium
737 MAX, 747-8, 767, 777, 787, A320, A330, A350, A380, Airbus, Airbus and Boeing production forecast, Boeing, Leeham Co.