Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
- Natilus: Composite BWB, entry-into-service by 2029, 570 on order April 17, 2025
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
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
Boeing’s dedicated freighters views an improving market
Subscription Required By Scott Hamilton and Bjorn Fehrm Introduction Feb. 22, 2015: An improving global freight market gives Boeing hope that air cargo demand will support the production of two new main-deck freighters a month for years to… Read More
Boeing cargo forecast: 540 new 777F, 747-8F category deliveries over 20 years
Subscription required. Introduction Boeing forecasts a requirement for 540 new cargo aircraft of 80 tonnes and up over the next 20 years. This is for airplanes in the Boeing 777F and 747-8F category. Another 250 new-build cargo airplanes… Read More
Farnborough Air Show, July 14: A330 program analysis after neo launch
It was pretty much the worse-kept secret in advance of the Farnborough Air Show this year: Airbus launched the re-engining of the A330, designating the new engine option the A330-800 (the A330-200 successor) and the A330-900 (the A330-300)…. Read More
Airbus Innovation Days, Part 5: wide body twin development
Kiran Rao, executive vice president, strategy and marketing. Rao discussed the wide-body strategy for Airbus at Innovation Days on Wednesday. The following paraphrasing synopsizes his remarks. More than 3,500 wide bodies have been sold by Airbus, starting with… Read More