Leeham News and Analysis
There's more to real news than a news release.
Boeing’s Albaugh hints at 12/mo rate for 787
The chief executive officer of Boeing Commercial Airplanes Wednesday hinted at increasing production rates of the 787 beyond the committed 10 per month to 12 a month. Jim Albaugh, speaking at the Credit Suisse Aerospace conference, reiterated plans… Read More
787: Breaking Even, Operating Costs and Worldwide tour
The Everett Herald Nov. 27 had an interesting article assessing the break-even of the Boeing 787. The article neatly summarizes what Boeing CFO James Bell described on the 3Q earnings call. The Herald’s article is slightly out of… Read More
Bankruptcy fears swirl again around American Airlines
With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More
More analysis on 787 accounting block, break-even
Update: Javier has answered (or responded to, depending on your viewpoint) many of our reader comments here. Original Post: A blog of which we were previously unaware came to our attention late last week that has the best,… Read More
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