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
Boeing did Charleston to thwart union: news report, citing Boeing documents
In the first documentation to be revealed, Bloomberg News reports that Boeing did in fact establish the second 787 assembly line in Charleston (SC) to thwart the union–and, from Puget Sound’s perspective, locate the next new airplane in… Read More
787’s legacy is already taking shape
We did a piece over at AirInsight noting that the legacy of the Boeing 787 is already taking shape–contributing to the development of the 737, 747-8 and likely the 777. Hop over and take a read.
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