737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

Pontifications: Why the 787-8 is no longer favored by Boeing

March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More

Pontifications: Airbus’ new edginess

March 14, 2016, © Leeham Co.: Airbus is presenting a new edginess in the long-running war of words with Boeing, adopting a tactic Boeing has used for years to make its case. The European manufacturer has never been… Read More

MOMentum appears to be slowing for new Boeing airplane

Subscription required Introduction Model design and paint by Camil Valiquette. Photo via Google. March 10, 2016, © Leeham Co.: MOMentum for the Middle of the Market aircraft seems to be slowing from last year, as potential buyers and… Read More

ISTAT Day 1: Used 777 values depend on engines, leases

Feb. 29, 2016 (c) Leeham Co.: The Boeing 777-200ER is not worth $7.7m or even $10m, but $37m to $47m, according to four appraisers who appeared today at the ISTAT AGM. We’re at the 2016 ISTAT AGM in… Read More

Boeing 777 Classic production gap closing

See Scott Hamilton’s new Forbes on-line column, It’s time for hard questions for Boeing. Subscription Required Introduction Jan. 26, 2016, © Leeham Co. Boeing needs to sell more than 200 777 Classics, all with delivery dates through 2021,… Read More

Minuscule demand for Boeing 747-8F

See Scott Hamilton’s new column for Forbes on-line, It’s time for hard questions for Boeing. Subscription Required Introduction One of Boeing’s white tail 747-8Fs. This, and another that has been stored, was painted in the livery of the… Read More

Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Pontifications: Aircraft values vary widely

Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More

Malaysia Airlines fleet restructuring

April 30, 2015: Malaysia Airlines is offering for sale or lease all six of its Airbus A380s, its two Boeing 747-400Fs and four Airbus A330-200Fs and four Boeing 777-200ERs as it seeks to restructure following a disastrous 2014…. Read More