Pontifications: Market Intelligence from NY

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More

Boeing’s transition in supply chain management aims to save hundreds of millions of dollars

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Pontifications: “Enterprise P&L” key to NMA business case

Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More

Pontifications: Boeing wins certification of KC-46A; B-52 MRO model may be key to profits

Sept. 10, 2018, © Leeham News: While Boeing Commercial Aircraft grapples with more than four dozen unfinished 737s clogging the space at Renton Airport and Boeing Field, Boeing Defense had some good news last week: The KC-46A received… Read More

Airbus Business Line Services ramping up

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777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king

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Farnborough: Boeing Global Services on trajectory for 9% YOY growth

July 19, 2018, © Leeham Co.: Boeing Global Services picked up more than $2bn in new contracts at the Farnborough Air Show, a good boost as it moves into its second year as a stand-alone business unit within… Read More

Mitsubishi shouldn’t be worried over support following Boeing-Embraer deal: BGS chief

July 18, 2018, © Leeham News, Farnborough: Mitsubishi’s MRJ will be supported even if Boeing and Embraer complete a deal to form a new company in which Boeing is an 80% shareholder. Embraer’s E175 and E190 jets will… Read More

Farnborough: Boeing Global Services ponders 777-300ER P2F program

July 17, 2018, © Leeham News, Farnborough: Boeing Global Services is studying the world’s first passenger-to-freighter conversion program for the 777-300ER, BGS president Stan Deal revealed to LNC today at the Farnborough Air Show. Boeing sells the 777-200LRF… Read More

Global Services won’t hurt airline tech ops, says Boeing official

Feb. 13, 2018, © Leeham Co.: A Boeing official today dismissed concerns that expanding Boeing Global Services, with additional controls on aftermarket support for commercial airplanes it builds, might negatively impact potential sales. Several airlines, including Delta, Singapore,… Read More