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
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
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