Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
- Bjorn’s Corner: New engine development. Part 3. Propulsive efficiency April 12, 2024
- A350-1000 or 777-9? Part 2 April 11, 2024
- Pontifications: Boeing “transparency”–not so much. April 9, 2024
- Airbus charges and write-offs since 1999: more than €33bn April 8, 2024
Boeing to build 737 into 2020s: Bair
The Renton (WA) Reporter has this story that Boeing will continue to build the 737 into the 2020 decade, further extending the timeline for a replacement aircraft, says Mike Bair, vice president of Business Strategy and Marketing for… Read More
SPEEA: We’ll organize Charleston engineers
If Boeing decides to put the second 787 line in Charleston, isolating this work from SPEEA engineers in Puget Sound, SPEEA told this column it will immediately begin an organizing effort of engineers hired in or transferred to… Read More
Line 2 talks deadlocked: SEA Times
Dominic Gates at The Seattle Times has a story that’s important to Washington State and South Carolina: talks between Boeing and the IAM are deadlocked, he writes. Boeing wants a 10-year, no-strike contract in exchange for putting Line… Read More
Ahead of Boeing 3Q09 earnings787
Boeing releases its third quarter earnings tomorrow (Oct. 21). The company has already announced another $1bn write down for the 747-8 program and some aerospace analysts are predicting another $2.5bn write-off for the 787. The company said it… Read More
Boeing files permits for SC for new assembly building
Boeing has filed for permits in Charleston (SC) to clear more than 80 acres of forest to make way for an assembly site and delivery center, taxiways and related stuff. The building would be 720,000 sq. ft. Boeing… Read More
Washington State pitches 787 Line 2
Washington State last week made a pitch to the new Boeing Commercial Airplanes CEO James Albaugh for locating the second 787 assembly line in Everett, the home of Boeing’s wide body production. Charleston (SC) is competing for the… Read More
Risks to 787 Line 2 in Charleston
Here are some thoughts about the risks Boeing faces about establishing 787 Line 2 in Charleston vs. Everett. An understanding of Washington State politics is at the core of these musings. Federal politics. Certain members of the Washington… Read More
Analyst reaction to 787 schedule
Market reaction Thursday to Boeing’s new schedule for 787 first flight by year end, and EIS in 4Q10, was good: stock closed up more than 8% or $4 to $51.82. The Dow Jones Industrials were up a mere… Read More
Boeing webcast on 787 8/27
Update: Here is a 16 minute podcast about the conference call and news. Original Post: Here is a running recap of the Boeing webcast on the announcement today of the new schedule and $2.5bn charge. Present on the… Read More
Split view on 787 forward loss
During the 2Q09 earnings call, Boeing seemed to be laying the foundation that a forward loss might be forthcoming on the 787 program and some analysts shortly thereafter issued notes predicting there will be one. However, within the… Read More