Leeham News and Analysis
There's more to real news than a news release.
Consultant to Boeing: cut dividends, invest in new airplane
By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More
“Who’s going to fail?”
By Scott Hamilton Feb. 5, 2020, © Leeham News: “Who’s going to fail?” This is a key question on the sidelines of the annual Pacific Northwest Aerospace Alliance conference in Lynnwood (WA). The question, of course, related to… Read More
Assessing airlines’ widebody replacement needs
Subscription Required By Vincent Valery Introduction Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More
Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider
Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More
Environment and aviation, a gap between aspirations and reality
Subscription Required By Vincent Valery Introduction Jan. 20, 2020, © Leeham News: Talks about climate change and the need to reduce human-induced carbon emissions are nowadays a daily occurrence in Western media. After years of faster-than-trend growth in… Read More
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More
Boeing hasn’t hit bottom yet. Neither have suppliers.
By Scott Hamilton Analysis Jan. 15, 2020, © Leeham News: The extent of the damage to Boeing from the 737 MAX crisis still is unfolding. Billions of dollars in new costs and charges are expected to be announced… Read More
Pontifications: Airbus almost certain to be hurt by MAX crisis
Jan. 6, 2020, © Leeham News: This may be the year that Airbus is hit with the negative consequences of the Boeing 737 MAX crisis. Most observers see Airbus benefitting with greater A320 family sales while the MAX… Read More