Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Odds and Ends: Qatar, Cargolux and GE
For those who don’t believe there was a connection between the Cargolux-Boeing-GE dispute and the 787 and Qatar, watch the Dubai Air Show. We’re hearing Qatar will sign announce it has selected GEnx for the 787. Speaking of… Read More
Boeing sets 787 accounting block at 1,100; earnings call summary
Update, from 7:30 am-the Earnings Call: Jim McNerney (JM): Passenger traffic remains resilient, but cargo traffic weakening and needs watching. Interest in 737 MAX remains high, still working with customers [to define product]. We’re monitoring European debt crisis… Read More
“Optimizing” bad news
You have to hand it to the public relations staff for some real chutzpah. Air Berlin has been struggling for years, over-ordering aircraft and canceling some of them (Boeing 787s among them). Today the airline deferred Airbus and… Read More
A hint of things to come–Lufthansa 787 order?
Lufthansa Technik “is set to become a leading 787 MRO” following a deal with JAL, blares a headline in AviTrader’s current issue of MRO magazine. The magazine writes: Lufthansa Technik will become one of the world’s leading 787… Read More
More 787 cancellations likely: Boeing, UBS
Boeing sees more 787 cancellations following the one by China Eastern Airlines for 24 aircraft, according to this news article. In light of the CEA cancellation due to delays, UBS aerospace analyst David Stauss re-issued his May report… Read More
Final thoughts on 787 first delivery
There is a sense of relief that Boeing finally delivered the first 787 this week, after a 3 1/2 year delay and the most painful gestation period in Boeing Commercial Airplane history. In addition to the actual rain… Read More
787 first delivery, Day 2
Here’s more on Boeing’s first delivery of the 787 to launch customer All Nippon Airways. The first picture illustrates the fancy, new windows in the 787. The manual shade is eliminated in the 787 and the window is… Read More
Soundbites from 787 delivery
From Scott Fancher, head of the 787 program: * We’ve developed a set of technologies that will be the backbone of development for the next 30 years. * This is as big a leap forward as the 707… Read More
Boeing delivers first 787 to ANA
In a packed room of international media, Boeing announced Sunday that All Nippon Airways executed the contract to accept first delivery of the 787, three and one half years late. Boeing has a day-long schedule for the media… Read More