Leeham News and Analysis
There's more to real news than a news release.
Emirates’ mid-range choice
By Bjorn Fehrm Nov. 10 2015, ©. Leeham Co: The Dubai Air Show is on its second day and there are no mega orders. The one that should have been, the mid-range requirement for Emirates Airline, has been postponed,… Read More
Northrop wins, Boeing/Lockheed lose bomber contract
Oct. 27, 2015: Northrop Grumman, builder of the B-2 bomber in the USAF inventory, was awarded the contract to build the next generation long-range bomber, which is yet to be named. For the moment, we’ll call it the… Read More
Do the Boeing 787 sums add up, Part 2
By Bjorn Fehrm Subscription required. Introduction Oct. 22, 2015, ©. Leeham Co: This is an update on our article about Boeing 787 program costs now that Boeing has presented its 3Q 2015 results. It was a good quarter for… Read More
Boeing 3Q15 earnings call
Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More
Do the Boeing 787 sums add up?
By Bjorn Fehrm Subscription required. Introduction Oct. 19, 2015, ©. Leeham Co: Boeing presents its Q3 2015 results on Wednesday. This is a hotly awaited presentation, as analysts then will get another data point in their quest to understand… Read More
Qantas robbed of longest flight by Emirates and then Singapore airlines
By Bjorn Fehrm Oct. 14 2015, ©. Leeham Co: The planned “Flight 21” of Singapore Airlines between Singapore and New York would rob Qantas Airways of the title of flying the longest direct flight in the world come 2018…. Read More
Analysis: Airbus A350 production and accounting strategy
By Bjorn Fehrm Subscription required. Introduction Oct. 12 2015, ©. Leeham Co: Airbus is ramping up the A350 program at a rather slow pace. For the first year of production, 2015, it plans 15 deliveries and “a little more… Read More
Airbus and Boeing swing it out at ISTAT Europe 2015
By Bjorn Fehrm 07 October 2015, ©. Leeham Co: This year’s ISTAT Europe conference had been characterized by a “Steady as you go” ambiance until the traditional match between Airbus and Boeing on “Large aircraft segment” panel got… Read More