Pontifications: Balance shareholder value with product development and strategy

April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More

Podcast: 10 Minutes About the A321XLR and Why Boeing Can’t Compete

Jan. 26, 2021: © Leeham News: Today’s episode is 10 Minutes About the A321XLR and Why Boeing Can’t Compete. LNA’s Judson Rollins worked for Boeing when the MAX was created. He brings an airline background as well, having… Read More

Pontifications: Boeing’s exodus from Puget Sound

Jan. 11, 2021, © Leeham News: Last week appeared to be an ominous week for Washington State for aerospace. On Monday, The Seattle Times reported that Amazon surpassed Boeing as Washington’s largest employer. The retailer now employs more… Read More

Pontifications: Certification timing may push EIS for 777X

Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… Read More

Boeing’s big opportunity

Subscription Required Now open to all Readers. By Scott Hamilton Analysis Introduction Aug. 3, 2020, © Leeham News: Boeing has one of the biggest opportunities in decades. This is counter-intuitive, given the disaster it faces with the COVID-19… Read More

Looking ahead for 2020 and 2030 decades: Airbus

First in a series of reports. Subscription Required By Scott Hamilton and Vincent Valery June 17, 2020, © Leeham News: Airbus was riding high in February. The A321XLR was a clear winner. An important order was won from… Read More

Pontifications: bleak near- to mid-term future for Rolls-Royce engine unit

June 15, 2020, © Leeham News: The jet engine division of Rolls-Royce faces an uncertain future because of its own problems, exacerbated by the impact of COVID-19 on commercial airlines. Beset by problems with its Trent 1000, Boeing… Read More

Bringing back long-haul capacity with narrowbody aircraft

Subscription Required By Vincent Valery Introduction   May 11, 2020, © Leeham News: The timeline for a passenger traffic recovery is highly uncertain. Major OEMs and some airlines expect a return to 2019 passenger traffic levels in two years… Read More

Can the Airbus A321XLR fly trans-Oceanic routes?

By Bjorn Fehrm Subscription Required Introduction March 19, 2020, © Leeham News: Over the last weeks, we compared the Airbus A330-900 to the A350-900 when flying the long routes over the Pacific Ocean. Now we pose the question:… Read More

Airbus 2019: an operationally good year hit by compliance costs

February 13, 2020, © Leeham News in Toulouse: Airbus presented its results for 2019 today in Toulouse. Operationally, the company made a profit of €6.9bn but heavy fines (-€3.6bn) to settle a long-running bribery case and contingencies for… Read More