Leeham News and Analysis
There's more to real news than a news release.
Mitigating risk, lessons learned as Boeing heads into MAX, 777X production
Aug. 12, 2015, © Leeham Co. Mitigating risk and taking lessons learned from across the entire 7-Series families are key to improving productivity, cutting costs and preparing for the transition from the 737NG to the MAX and from… Read More
Fancher takes on KC-46A; FAA investigating Allegiant Air
July 30, 2015: Scott Fancher, regarded as the person to come in and take over troubled programs at Boeing, has been named to take over the KC-46A program. Fancher originally came to Boeing Commercial Airplanes from the Boeing… Read More
Spirit Aerosystems: Higher profits on lower revenue
July 29, 2015: Spirit Aerosystems, whose principal business is a major OEM supplier to Boeing but which also makes fuselage panels for the Airbus A350, reported lower revenues but higher profits for the FY2Q2015. The press release is… Read More
Rockwell Collins sector sales below expectations because Boeing 787 doing so well
June 28, 2015: Rockwell Collins, a major supplier of aircraft systems, said in its FY3Q2015 earnings call Friday that aftermarket parts and provisioning sales were below expectations in part because the Boeing 787 and the Rockwell parts are… Read More
Pontifications: Boeing takes another charge on tanker program; What’s next?
July 20, 2015, © Leeham Co.: Boeing on Friday took another charges against its USAF aerial refueling tanker program, the KC-46A, this time $536m after taxes ($855m before taxes). This brings the charges to date to more than $800m… Read More
Options for Singapore Airlines to operate direct flights to the US.
By Bjorn Fehrm Subscription required. July 20, 2015 © Leeham Co. Last week week we wrote about how Singapore Airlines is in talks with Airbus and Boeing to find a suitable solution for its Ultra-Long Haul airplane needs…. Read More
Boeing’s McNerney on 787 costs, obsoleting airplanes
July 8, 2015: Bloomberg News interviewed Jim McNerney, then-CEO of The Boeing Co., June 15 at the Paris Air Show. (McNerney relinquished his CEO title a week later to Dennis Muilenburg.) Although McNerney got it wrong on the… Read More
Airbus, Boeing YTD orders assessed (Update)
Update, July 8: In our original post, we omitted 44 Boeing 737NGs from the YTD firm orders. The charts and text have been updated to reflect this information. July 7, 2015, © Leeham Co. Airbus pulled ahead of… Read More