2019 Outlook: Boeing’s decision on NMA is the headline to watch

Subscription Required Introduction Dec. 21, 2018, © Leeham News: It is a stretch to say 2019 is a pivotal year for Boeing. There would have to be events of tsunami proportions to be pivotal for a company with… Read More

NMA must stand on its own business case

Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More

737-based Wedgetail to be assembled in UK, Defence official says

Update, Nov. 6: Boeing said the Wedgetail will be assembled in Renton, as it has in the past. Discussions are underway with the UK to perform final modifications there (similar to how KC-46A tankers move from final assembly… Read More

WOW-Icelandair combo may help Airbus, hurt Boeing in A321LR/XLR-NMA campaigns

Nov. 5, 2018, © Leeham News: The announcement that Icelandair will acquire competing low cost airline WOW Air seemed the inevitable conclusion to the financially-strapped WOW, which aggressively expanded against the entrenched incumbent. The combined carriers may help… Read More

Pontifications: Engines, engines, engines

Oct. 29, 2018, © Leeham Co.: Engines, engines, engines. News emerged last week that Rolls-Royce admitted its continuing problems with the Trent 1000 that powers the Boeing 787 now bled over to the Trent 7000. RR will fall… Read More

Pontifications: “Enterprise P&L” key to NMA business case

Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More

Pontifications: Workforce plan for NMA to be announced soon

Oct. 1, 2018, © Leeham Co.: The Choose Washington NMA task force said last week it will release this month recommendations for improving aerospace workforce activities in Washington. It’s about time. The task force was appointed by Gov…. Read More

Assessing A320 production rate interest in >70/mo

Subscription Required Introduction Sept. 17, 2018, © Leeham News: With the supply chain under major stress and Airbus and Boeing trying to recover from scores of “gliders” sidelined at airports without engines, each company nevertheless continues to study… Read More

Can an Airbus A321XLR kill NMA’s business case?

By Bjorn Fehrm Subscription Required Introduction August 16, 2018, © Leeham News.: Airbus is working on improving the A321LR so it can fly more of the missions Boeing’s NMA is aimed for, according to Aviation Week. By it,… Read More

Boeing cash flows generously, KC-46A snarfs up some of it

By Dan Catchpole  July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More