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
787 deliveries this year
Boeing, on its year-end and 1Q earnings calls, suggested there will be about 40 deliveries of thy 787 and the 747-8 this year, evenly split between the two. Aerospace analysts don’t agree, at least on the 787 side…. Read More
787 delivery plan targets 3Q
Scott Fancher, VP in charge of the Boeing 787 program, believes delivery of the first Boeing 787 will, at long last, be achieved in the third quarter. In a briefing in advance of the Paris Air Show, Fancher… Read More
UBS: Boeing too aggressive in 787 ramp-up plans
UBS Securities issued a note today that says Boeing is too aggressive in its production ramp-up plans for the 787. A synopsis: * 787 learning curve appears more aggressive than 777: BA’s assumed learning curve is a key… Read More
Odds and Ends: $19bn cash turnaround for Boeing
We’re catching up from a week out of the office and one thing that especially caught our eye is this comment in a research note late last week from JP Morgan: Potential cash turnaround on 787 is enormous…. Read More
Government subsidies for healthy companies
Two news items caught our eye this morning. The first was the financial reporting for EADS today. Although EADS reported a small loss on foreign exchange and financing costs, the company increased its cash position. This came under… Read More
Boeing projects 20-40 747-8, 787 deliveries this year
Boeing projects there will be 20-40 deliveries of the 747-8 and 787 this year. The projection came in its 2010 earnings announcement today, which includes the 2011 outlook. According to the Ascend data base, 18 747s are scheduled… Read More
Odds and Ends: Big week for EADS, Boeing
It will be a big week for EADS and Boeing on a variety of topics: January 26 is Boeing’s year-end earnings call. More guidance on 787 deliveries and speculation of potential writes-offs mounts. On #1’s former, we think… Read More
Boeing sets 3Q for 787 delivery
Boeing just issued this press release: EVERETT, Wash., Jan. 18, 2011 /PRNewswire/ — Boeing (NYSE:BA – News) announced today that it expects delivery of the first 787 Dreamliner in the third quarter of this year. The new delivery… Read More
Focus on Rolls-Royce Trent engines
Plane Talking has an interesting think piece about the Rolls-Royce Trent 900 engine that powers the Qantas Airbus A380. As readers know, a Trent 900 had an uncontained failure on QF32 that severely damaged the A380. Qantas still… Read More