Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
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
Analyst shrug off possible 737 production shut down
July 25, 2019, © Leeham News: Aerospace analysts brushed aside Boeing’s warning yesterday that the possibility exists the 737 MAX production line might be shut down in the airplane doesn’t return to service (RTS) in the fourth quarter…. Read More
Boeing warns of production reduction, complete shut down of MAX if return to service delayed beyond 4th quarter
July 24, 2019, © Leeham News: Boeing’s chief executive officer today warned that if the 737 MAX return to service is delayed much beyond the anticipated fourth quarter RTS, reducing production from the current 42/mo or a complete… Read More
Boeing 2Q earnings: down as expected, 777X delay confirmed
July 24, 2019, © Leeham News: Boeing’s first quarter and first half revenue is down $9bn vs last year as the impact of the 737 MAX grounding takes a full hit. The MAX was grounded March 13, near… Read More
Analysts react to Boeing’s 2Q charge, cost and RTS announcement
July 19, 2019, © Leeham News: Boeing yesterday announced a $4.9bn charge connected to customer compensation for the 737 MAX grounding. It also announced a $1.7bn additional cost associated with the accounting block and forecast a 4q2019 return… Read More
Boeing to record >$4bn charge in 2Q
July 18, 2019: Boeing just issued this press release: Boeing [NYSE: BA] announced today it will recognize an impact to earnings when it releases second-quarter 2019 results on July 24. Boeing will record an after-tax charge of $4.9… Read More
Pontifications: Busting the XWB brand; and more about the Boeing-IAG deal
Dissecting the British Airways-Boeing MAX deal, part 2 July 1, 2019, © Leeham News: During the Airbus Innovation Days, and in other forums, officials promoted the idea of a 10-abreast coach-class in the A350 XWB. Compared with the… Read More
Lessors, airlines seek 1 year lease extensions in MAX groundings
June 26, 2019, © Leeham News: Airlines and lessors are making plans to extend leases by up to one year as the Boeing 737 MAX grounding drags on with no end in sight and carriers scramble to cover… Read More
Looking at MAX beyond the grounding
June 17, 2019, © Leeham News, Paris: As the international aerospace community and media gathers here this week for the Paris Air Show, the Boeing 737 MAX is the elephant in the room. The focus obviously is on… Read More
Pontifications: The elephant in the room
June 17, 2019, © Leeham News: The Paris Air Show opens today and the elephant in the room is the Boeing 737 MAX. There is no telling when the airplane will get FAA approval to return to service…. Read More