Leeham News and Analysis
There's more to real news than a news release.
Boeing SC construction underway for second 787 final assembly line
By Scott Hamilton May 31, 2023, © Leeham News: Charleston (SC)—Boeing is gearing up to add a second production line for the 787 here at what was once the second line to the Everett (WA) plant. When the… Read More
UPDATED: Boeing says it still will deliver up to 450 737s this year
By Bryan Corliss April 26, 2023, © Leeham News — Boeing says it will increase rates on the 737 line in Renton to 38 a month to maintain its plan to deliver between 400 and 450 737 MAX… Read More
Pontifications: Complacency, arrogance aren’t a Boeing exclusive
March 21, 2023, © Leeham News: Airbus is resting on its laurels while Boeing struggles to recover from one crisis after another since the March 2019 grounding of the global 737 MAX fleet. Multiple sources tell me that… Read More
Regulatory filings spell out key 2023 challenges for Boeing, Airbus
Subscription required By Bryan Corliss March 20, 2023, © Leeham News – In a filing with federal regulators, The Boeing Co. acknowledges it struggled to stabilize 737 MAX production rates at 31 a month last year. However, the… Read More
Pontifications: One step forward, two steps back for Boeing
March 14, 2023, © Leeham News: There is a phrase in the US about the politician’s dance: one step forward, two steps back and a sidestep. I couldn’t help but this about this dance step in connection with… Read More
New software issue delays some 737 MAX deliveries/Update
By Scott Hamilton and Laura Mueller Update, March 9, 2023: Some readers have interpreted this story as reporting that new deliveries directly from Boeing are being delayed. The wording is somewhat ambiguous. To clarify, airplanes purchased by lessors–who… Read More
Pontifications: Bumps ahead notwithstanding, Boeing sees steady recovery
Feb. 21, 2023, © Leeham News: Boeing will have some bumps in the road (or maybe I should say, some turbulence) now and then, but its chief financial officer is confident the company is solidly on its way… Read More
A deep dive into the twin-aisle market
Subscription Required By Vincent Valery Introduction Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More
Orders at risk: Year-End 2022 snapshot
Subscription Required By Vincent Valery Introduction Feb. 6, 2023, © Leeham News: With the publication of the Airbus and Boeing announcing 2022 orders and deliveries last month, and Boeing’s published its 2022 Annual Report (10-K), we undertake our… Read More
Boeing to add 4th 737 FAL at underutilized Everett plant
Subscription Required By Scott Hamilton Jan. 30, 2023, © Leeham News: Boeing will establish a fourth final assembly line (FAL) for the 737 in the vast Everett (WA) assembly plant in 2024. The company announced the move internally… Read More