ExIm Bank still at risk despite Boeing effort with Trump

Feb. 20, 2017, © Leeham Co.: Boeing may have won over President Trump about the virtues of ExIm Bank (it’s not entirely clear), but he’s the wrong target. It’s US Sen. Richard Shelby (R-AL) who’s been holding up… Read More

Pontifications: Boeing’s long-term message doesn’t resonate

Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More

Singapore 777-9 order pressures, but does not kill A380

Feb. 16, 2017, © Leeham Co.: Last week’s order by Singapore Airlines for 20 Boeing 777-9s and 19 Boeing 787-10s immediately was viewed by some as the death knell for the Airbus A380. The 777-9 order would start… Read More

Norwegian’s risky fleet expansion

By Bjorn Fehrm Subscription Required Introduction February 15, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle last week (Norwegian from now on), we pointed out the company’s relatively weak balance sheet. It’s considerably weaker than… Read More

Huge win for Boeing in union vote

Feb. 15, 2017, (c) Leeham Co.: It wasn’t even close: 74% percent of the Boeing hourly touch-labor workers at the 787 plant in North Charleston (SC) voted against the International Association of Machinists to represent them. It’s a… Read More

IAM loses union vote at Boeing SC

Update: IAM got thumped: 75% to 25% for unionization, 2,097 to 731. Kawabunga! Feb. 15, 2017: The International Association of Machinists lost its effort to unionize Boeing’s Charleston (SC) 787 plant. The result was announced about 8:30pm EST… Read More

Long, bitter history precedes union vote at Boeing Charleston today

Feb. 15, 2017, © Leeham Co.: Boeing’s touch-labor workers at its 787 assembly plant in North Charleston (SC) will vote today on whether to become represented by the International Association of Machinists (IAM). It’s a vote with huge… Read More

Analyst puts Sell on Boeing stock in unusally bearish report

Feb. 13, 2017, © Leeham Co.: In an extraordinarily bearish research note, boutique Buckingham Research Group (BRG) downgraded Boeing stock to Underperform (Sell) from Neutral (Hold) today. BRG, which agrees with other aerospace analysts that Boeing stock is… Read More

Assessing the MC-21 future

Subscription Required Introduction Feb. 9, 2017, © Leeham Co.: Russia’s Irkut designed a mainline jet to compete with the Airbus A320 and Boeing 737 families that, from a passenger experience Irkut MC-21 at roll-out. Photo via Google images…. Read More

Pontifications: Alaska’s A321neo test drive

Feb. 13, 2017, © Leeham Co.: It was subtle, but it was there: Alaska Airlines will take the Airbus A321neo for a test drive. This will happen via its new sibling, Virgin America, which has 10 A321neos on… Read More