Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
Debate over the 777X: still studying how far to take improvements
The quest to upgrade the Boeing 777 line, with particular focus on the 777-300ER, is heating up. The Wall Street Journal has this detailed story. We found it on Google News, so it should be available to all… Read More
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
Boeing & SPEEA: shifting work brings its own hazards–and costs
Boeing & SPEEA: As we routinely do when it comes to trying to understand rhetoric of two warring parties (usually Airbus and Boeing but in this case SPEEA and Boeing), we reach out to third parties. We asked… Read More
Is Boeing Chicago misreading the SPEEA mood–as it did IAM 751 in 2008?
There have been many articles this week detailing the increasingly contentious, evolving situation in the contract negotiations between Boeing and the engineers union, SPEEA. We’ve previously written that this wasn’t going to be a love-fest. And it isn’t…. Read More
Odds and Ends: Airbus takes a look at the future; Air India gets 787 Saturday; John Leahy
Looking at the future: Airbus takes a look at the future in this company-issued document. Airbus discusses the environment, Air Traffic Management and more. This link has more information about how Airbus looks at the future. Air India:… Read More
Cash cows at Airbus and Boeing
Eyes are on Boeing over the prospect of a 777X. Chatter doesn’t cease about the prospect of an Airbus A330neo. Boeing is in no hurry to proceed with the “7X” and an A330neo is unlikely any time soon,… Read More
After-thoughts of Qantas 787 cancellation, SPEEA and Boeing
A day after it became public Qantas Airways canceled 35 Boeing 787-9s, it might be worthwhile giving a thought or two. The Wall Street Journal has a good story (unfortunately, paid-subscription, though it may show up via Google… Read More
Odds and Ends: Qantas cancels 35 787s; 787 program upswings; 777X development slows
Qantas Airways: The troubled airline canceled 35 787-9s. Stories in Google News from all over. Update: David Strauss at UBS re-issued his April note analyzing over/under orders for all Airbus-Boeing models. In his cover email, Strauss today referred… Read More