Leeham News and Analysis
There's more to real news than a news release.
Looking beyond MAX
Nov. 25, 2019, © Leeham News: Boeing still doesn’t have a timeline for recertification of the 737 MAX and the Federal Aviation Administration isn’t going to be rushed, but aerospace analysts are increasingly looking beyond the grounding at… Read More
Survey split on MAX return to service: December to March
Aug. 7, 2019, © Leeham News: It will take Boeing nearly a year to deliver the stored 737 MAXes if the airplane returns to service in November, according to a new analysis by Bernstein Research. In an Aug…. Read More
Initial analyst reaction to Boeing 1Q earnings
April 24, 2019: Initial analyst reaction to Boeing’s 1Q2019 earnings, which were impacted by the grounding of the 737 MAX two weeks before the engine of the quarter, was positive. Pre-market trading was initially up more than $6;… Read More
Airbus earnings preview: supplier issues depress deliveries
April 26, 2017: The Airbus 1Q2017 earnings call is tomorrow. Problems with the Pratt & Whitney GTF and slower-than-expected ramp-up of the CFM LEAP affected A320neo deliveries in the quarter. Continuing problems with interiors supply depressed A350 deliveries…. Read More
Boeing earnings preview: doubts about Global Services target
April 25, 2017: Boeing’s first quarter earnings call is tomorrow. Focus is expected to be on its plans for expanding after-market services with its new business unit, Boeing Global Services. Earlier today, LNC posted a Special Report from… Read More
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More
Pontifications: Airbus, Boeing single-aisle production rates solid
Jan. 23, 2017, © Leeham Co.: The global economy is softening and airlines are deferring airplanes, but we don’t see Airbus or Boeing trimming aircraft production for their single-aisle airplanes. Over-sales and rising fuel prices support today’s A320… Read More
Pontifications: More job cuts coming at Airbus, Boeing
Dec. 12, 2016, © Leeham Co.: Airbus and Boeing continue to cut costs with internal reorganizations. These are needed efforts. And they trickle down to the supply chain. The new CEO at Boeing Commercial Airplanes, Kevin McAllister, is… Read More
Top 10 aviation stories of the year on Leeham News
Dec. 31, 2017, © Leeham Co.: Airplane development and the whimsicle made the Top 10 stories on LNC in 2017. The Top 10 are a statistical listing of the most-viewed posts, not some judgment call on the part… Read More
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Posted on December 31, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Bombardier, CSeries, Emirates Airlines, Leeham News and Comment, McDonnell Douglas, MOM, New Midmarket Aircraft, NMA, Qatar Airways
737-7, 737-700, 777-9, A321, A321NEO, A322, A380, Airbus, Bernstein Research, Boeing, Bombardier, C Series, Delta Air Lines, Emirates Airline, McDonnell Douglas, MD-95, New Midmarket Aircraft, NMA, Norwegian Air Shuttle, Qatar Airways, Singapore Airlines