Leeham News and Analysis
There's more to real news than a news release.
Airbus Group 2015 results: A330 increase to seven per month
By Bjorn Fehrm 24 February 2016, ©. Leeham Co: Airbus will increase the production rate of the A330 from six per month to seven beginning next year, it was announced today. The move comes after reducing the rate… Read More
Airbus, Boeing cash, stock, dividend strategies similar
Feb. 16, 2016, © Leeham Co.: Boeing has been under pressure since its Jan. 27 earnings call, when its 2016 guidance fell short of analyst expectations. Then the news that the company is under preliminary investigation by the… Read More
Irkut MC-21, first analysis
By Bjorn Fehrm Subscription required. Introduction Feb. 08, 2016, © Leeham Co: We recently covered China’s COMAC C919 and now the time has come to the other new narrow body aircraft from the old Communist bloc, the Russian MC-21…. Read More
The MAX flies ahead of time
By Bjorn Fehrm 2 February 2016, ©. Leeham Co: The Boeing 737 MAX flew for the first time Friday. On Saturday it was in the air again. Boeing has communicated they will deliver the first aircraft to Southwest next… Read More
Worry over Boeing 737 production rate ramp up overblown
Subscription Required Introduction Jan. 27, 2016, © Leeham Co. As Airbus prepares to hike production rates of the A320 family to 60/mo by the end of the decade and Boeing mulls whether to boost 737 rates above the… Read More
Boeing Outlook: 777 rate cut, 737 hike (Update 2)
Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More