Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Comparing Airbus, Boeing 20-year forecasts; A320neo first flight; 787 battery probe fizzles; Mythbusting
Airbus v Boeing forecasts: The Blog by Javier takes its annual look at and comparison of the Airbus and Boeing 20-year forecasts. Airbus issued its new forecast this week; Boeing’s annual update was issued last summer. Separately, the… Read More
ISTAT Europe Conference in Istanbul: Boeing and Airbus slugging it out with some new twists
Airbus and Boeing squared off once again Monday, this time at the ISTAT Europe conference in Istanbul, once again pretty much over the entire product lines. Boeing’s VP Marketing Randy Tinseth began with two focal points, the 737… Read More
Alenia, traveled work contine to plague 787: Everett Herald
At a time when Boeing continues to assure Wall Street that all is well with the 787 program, industrial partner Alenia of Italy and traveled work from Boeing South Carolina continue to plague the program, according to a… Read More
Odds and Ends: Delta/Airbus/Zodiac unveil A320 interior; Upgauging narrow-bodies, down-gauging 747s
A320 interior upgrade: After nearly a year of denying a story by Mary Kirby of Runway Girl Network and avoiding our own report from two years ago, Delta Air Lines, Airbus and interior OEM Zodiac revealed a new… Read More
Al Jazeera dumps “Inside Story” look at 787 documentary
Update, Sept. 15, 12:20pm PDT: We got an email from Al Jazeera America Inside Story saying that Al Jazeera English Inside Story is the one that extended the invitation to appear, not Al Jazeera America Inside Story. If… Read More
Al Jazeera slams 787; Boeing punches back; our scathing review
Special note: In a departure from our usual practice and instead I am signing this column. In the interests of full disclosure, I have occasionally appeared as a “talking head” on Al Jazeera America (AJM) with respect to… Read More
Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330
When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More
Buckingham lowers Boeing to Underperform (sell), others increasingly bearish
Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More