August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More
July 26, 2016: Boeing’s 1996 20-year Current Market Outlook was an accurate forecast for passenger airplanes but overstated demand for freighters, a new analysis by Wells Fargo Securities indicates. Aerospace analyst Sam Pearlstein took issue with “skeptics” (notably,… Read More
Air Lease sounds caution note for Airbus, Boeing
Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More
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Posted on August 10, 2016 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
737, 777 Classic, 787, A320, Air Lease Corp., Airbus, Boeing, John Plueger
Boeing slightly leads Airbus in YTD orders
Aug. 8, 2016, © Leeham Co.: Boeing continues to lead Airbus in the race for orders post-Farnborough Air Show (FIA), but there are key orders announced there that haven’t been booked on the two OEMs order books. Boeing… Read More
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Posted on August 8, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737, 747, 767, 777, 787, A320, A330, A350, Airbus, Boeing, FBR & Co
Pontifications: Twelve new designs in 10 years spurred orders
Aug. 8, 2016, © Leeham Co.: The book:bill for Airbus and Boeing this year will be hard-pressed to reach one. Airbus has a better shot, given lower production rates. But the recent years of record-setting orders are over… Read More
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Posted on August 8, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, CSeries, Irkut, Mitsubishi, Pontifications
737 MAX, 747-8, 787, A320, A330, A330neo, A350, A350 XWB, Airbus, Boeing, Bombardier, C919, Comac, EJet E2, Ejet-E1, Embraer, Irkut, MC-21, Mitsubishi, MRJ
State officials need to act now, ahead of lean times coming at Boeing Everett
August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More
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31 Comments
Posted on August 4, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Middle of the Market, MOM
737, 747-8, 767, 777, 777X, 787, air force tanker, Airbus, Boeing, Jay Inslee, KC-46A
Boeing 787: Stable Rate, Hike Rate or Cut Rate
Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More
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Posted on August 2, 2016 by Scott Hamilton
Airbus, Boeing, Delta Air Lines, Emirates Airlines
777, 787, 787-10, 787-8, 787-9, A330ceo, A330neo, A350-900, Aeroflot, Airbus, Boeing, Credit Suisse, Delta Air Lines, Dennis Muilenburg, Emirates Airline, Greg Smith, JP Morgan
Pontifications: A321LR actions put pressure on Boeing to launch 737-10
Aug. 1, 2016, © Leeham Co.: The order last week by JetBlue for 15 Airbus A321neos, with the option to convert these to A321LRs for potential trans-Atlantic service, comes within two weeks of Norwegian Air Shuttle converting orders… Read More
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Posted on August 1, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM
737-10, 737-9, 737-900ER, A321ceo, A321LR, A321NEO, Airbus, Boeing, John Wojick, Middle of the Market, MOM, New Mid-range Aircraft, NMA
Irkut MC-21; we look at the MC-21-300, Part 2.
By Bjorn Fehrm Subscription required. Introduction August 01, 2016, ©. Leeham Co: After having found the nearest competitor to the Irkut MC-21-300 as the Boeing 737 MAX 9 in our first article, we now go deeper in the comparison… Read More
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Posted on August 1, 2016 by Bjorn Fehrm
Airbus, Boeing, CFM, Irkut, Pratt & Whitney, Premium, United Aircraft, United Engine Corp., YAK
737 MAX, A320NEO, A321, Airbus, Boeing, CFM, Irkut, MC-21, Pratt & Whitney, UAC, UEC
IRKUT MC-21; we look at the MC21-300.
By Bjorn Fehrm Subscription required. Introduction July 28, 2016, ©. Leeham Co: In February we did a first analysis of the new Irkut MC-21 single aisle aircraft that Russia is developing. We found that the aircraft has its own… Read More
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Posted on July 28, 2016 by Bjorn Fehrm
Airbus, Boeing, Irkut, Premium, United Aircraft, YAK
737 MAX, 737 MAX 8, 737 MAX 9, A320NEO, A321NEO, Airbus, Boeing, MC-21
Airbus Group 1H2016 results: Trouble in key programs
Updated with analyst reports. By Bjorn Fehrm 27 July 2016, ©. Leeham Co: Airbus Group presented its first half year results today, posting strong results in the face of delivery troubles with the A320neo and A350; and more… Read More
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Posted on July 27, 2016 by Bjorn Fehrm
Airbus, American Airlines, CFM, GE Aviation, Pratt & Whitney
A320NEO, A330, A350, A380, Airbus, CFM, Pratt & Whitney
Boeing accurate on pax forecast, missed cargo by 22%: Wells Fargo
July 26, 2016: Boeing’s 1996 20-year Current Market Outlook was an accurate forecast for passenger airplanes but overstated demand for freighters, a new analysis by Wells Fargo Securities indicates. Aerospace analyst Sam Pearlstein took issue with “skeptics” (notably,… Read More
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Posted on July 26, 2016 by Scott Hamilton
Airbus, Boeing
Airbus, Boeing, Current Market Outlook, Sam Pearlstein, Wells Fargo
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