Analyzing the trades between a single- and twin-aisle NMA

Subscription Required By the Leeham News Team Introduction April 8, 2021, © Leeham News: Some people believe Boeing should launch a new single-aisle airplane about the size of the 757-200/300 to compete with the Airbus 321neo. Others believe… Read More

HOTR: Investors optimistic for Boeing. Are they too optimistic?

By the Leeham News Team March 10, 2021, © Leeham News: Boeing’s recovery will be long, slow and painful. But Boeing has been through long, slow and painful periods before. Investors appear optimistic. The stock price has been… 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

HOTR: Alaska Air still have A320neos on order; working with Airbus on best path forward

Dec. 29, 2020, © Leeham News: Stories and headlines shouted that this month’s Boeing order by Alaska Airlines adding 23 orders and 15 options to an existing agreement meant the death knell for the Airbus fleet. Alaska indeed… Read More

A year of reckoning for Low-Cost Long-Haul

Subscription Required By Vincent Valery Introduction   Dec. 7, 2020, © Leeham News: Since the beginning of the COVID-19 outbreak, numerous carriers have either ceased operations or gone into court-supervised restructurings. Among those undergoing restructurings are the world’s two… Read More

Pontifications: Don’t lose sight of the future, says top Boeing exec

Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… 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 seeks to cut production costs of 787-8 to boost sales

By Scott Hamilton Sept. 2, 2020, © Leeham News: Boeing is considering production changes to the slow-selling 787-8 to lower costs and boost sales. The effort comes at a time when global passenger traffic is at record lows… Read More

R&D spending at Boeing plunges; Airbus yet to kick in

Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More