Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
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- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
Lost 787 Revenue: WAG $30bn
The WAG estimate for lost revenue to Boeing for the delays of the 787 program is around $30 billion through 2013, based on some production estimates from a Goldman Sachs report issued this morning. Goldman predicts $3 billion… Read More
Boeing confirms new 6 mo delay
Boeing confirmed a new delay of six more months for the 787 program. By now readers will likely have seen the press release. The update conference call begins shortly. We’ve constructed this table below based on information in… Read More
In advance of the 787 update
Boeing will update its 787 program Wednesday (April 9) at 11 am EDT, when officials are expected to confirm the widely reported additional six month delay. A Reuters report suggests the new delay could be six to nine… Read More
$800m-$1bn 787 penalty cost predicted
This 7 minute video from Morningstar predicts that Boeing will face a penalty to airlines of $800 million to $1 billion for delays in the 787 program. The prediction is about 4 minutes into the video.
Leeham website update
Our Corporate Website has been updated with in-depth commentary. This week we write about eco-aviation and of technology transfer to Japan and the Boeing 787. We quickly received a note from Lynn Lunsford of The Wall Street Journal … Read More
Boeing acquires piece of troubled SC company
Boeing today (March 28) acquired the Vought share of Global Aeronautica, giving the 787 manufacturer a 50% stake in the company. The plant in Charleston (SC) has been one of the key trouble spots in the 787 program…. Read More
Where does Boeing turn?
With delivery delays of around 15 months now expected for the Boeing 787 program, where does Boeing turn to help its customers? One suggestion was upping the production of the 767, currently at one a month. This won’t… Read More
Boeing’s conundrum
Let’s put some context into the latest news about the new round of expected delays of the Boeing 787. When Richard Safran, aerospace analyst, wrote recently that he forecast another six month delay for the project, he wasn’t… Read More
Weekend 787 update
Among the many questions we were asked by media Friday after news broke about the likelihood of new delays in the Boeing 787 program is whether Boeing CEO James McNerney or Boeing Commercial Airplane president Scott Carson will… Read More
More bad news for Boeing
It’s a busy Friday. Goldman Sachs’ aerospace analyst reports that power-on for the Boeing 787 will likely slip from March to June and first deliveries from 1Q09 to 4Q09. Production problems continue with airplanes 1-6, with—of all things—wiring… Read More