Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
737RE up at Boeing Board today
Update, 930am: The Daily Express of L0ndon (of all places) reported yesterday BCA got the approval Friday for the 737RE and that the announcement is to come today. Thanks to Heidi Wood of Morgan Stanley for this one…. Read More
787 certification expected this week
Bloomberg News writes that 787 certification may come August 26. In a superb article giving a current assessment of the program, Bloomberg cites Bernstein Research as estimating the first 1,000 airplanes will cost an average of $116m each…. Read More
Boeing’s next five weeks
The next five weeks should be pretty exciting for Boeing–and significant. Last week, the company received certification of the 747-8F from the FAA. Before the end of the month, the Board of Directors is to receive from Boeing… Read More
Bernstein assess 787 profitability
Bernstein Research issued a report today assessing the Boeing 787 program profitability. Highlights: It appears unlikely to us that Boeing will deliver a positive program gross margin over an initial accounting block of 1000 airplanes, if production inventory… Read More
FAA funding gap won’t affect 747-8, 787 certification plans
As Boeing pushes ahead toward certification of the 747-8 and the 787, with goals for delivery of the 747-8F and the Dreamliner before the end of this quarter, Congress adjourned without funding the Federal Aviation Administration responsible for… Read More
Aviation Week has new twist on American Airlines Airbus-Boeing deal
Aviation Week has a story on the Airbus-Boeing deal–and says it isn’t really a firm order, likening it to the Boeing 787 of a few years ago.
Boeing 2Q earnings up; delivery forecasts down slightly
Here is Boeing’s earnings press release. Boeing announced its second quarter earnings today. From the conference call: Jim McNerney: The direction we are heading in single aisle program is clear with the American Airlines order for 737RE. We… Read More
American Airlines order after-thoughts
It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:
787 deliveries for 2011 shrinking
Boeing is likely to deliver only a handful of 787s this year instead of the 12-20 forecast on the year-end and first quarter earnings calls, say sources with direct knowledge of the situation. Deliveries could be as few… Read More