Leeham News and Analysis
There's more to real news than a news release.
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
Keeping Boeing in Seattle
Update, Aug. 26: Bloomberg’s story; the Seattle Post-Intelligencer’s story; Charleston Regional Business Journal. Update, Aug. 25: KING 5 TV Seattle (NBC) reported today that Boeing will file for permits tomorrow to expand the Charleston, SC, plant in anaticipation… Read More
787 First Flight
Sent to us by a Seattle resident in a round-about way. Said the First Flight used a little more fuel than expected.
Why Boeing needs a second 787 Line Sooner than Later
Boeing needs a second production line for the 787. Some say Boeing needs to get the airplane flying before worrying about a second line. While there certainly is some truth to this, the two decisions aren’t mutually exclusive…. Read More
Random Thoughts/Update, Good bye Line 2
Update, 9:20 AM: Flightblogger just posted this: Boeing to buy Vought, Line 2 to go there. This is step one in the allusion below to big news coming out of Boeing that affects Puget Sound. Original Post: ANA… Read More
Qantas cancels, defers 787s
It was just announced that Qantas Airways canceled 15 orders for 15 787s and deferred 15 more. This has nothing to do with this week’s delays. Qantas has been considering its order positions for some time, based on… Read More
Launch aid for the A350
This is the seventh in a series of reports from the EADS media day and the Paris Air Show. It is becoming increasingly clear that Airbus is almost certain to tap launch aid from its member states (France,… Read More
787 Line 2: Not in Seattle, says Exec Candidate
Production Line 2 of the Boeing 787 won’t be in Seattle, a candidate for King County Executive told the on-line newspaper, Crosscut Seattle. King County is where Seattle is located and Boeing’s Commercial Airplane headquarters is in the… Read More
A330 vs 787
Another in the continuing reports from the Airbus Innovation Days…. Airbus provided an A330/A340 market update during its Innovation Days presentations in Hamburg earlier in May. The A340 has become irrelevant to the new airplane market, with only… Read More