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

Deferrals at historic low, say Boeing CEO

Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More

Look for more KC-46A tanker orders soon

Feb. 8, 2017, © Leeham Co.: Boeing last month received a $2.1bn order for 15 more KC-46A tankers from the US Air Force, bringing the total so far to 34. Look for more orders in the coming months…. Read More

Trans-Atlantic for $75, does it work?

By Bjorn Fehrm Subscription Required Introduction February 9, 2017, © Leeham Co.: Norwegian will start trans-Atlantic flying between Edinburgh and New England for $75 one-way in late spring when it gets its Boeing 737 MAX 8. The introductory… Read More

Norwegian, from regional to mainline competitor

By Bjorn Fehrm Introduction February 8, 2017, ©. Leeham Co: When SAS (Scandinavian Airlines Systems) canceled Norwegian Air Shuttle’s (NAS) contract to feed its Norwegian network 2002, it had no idea the former feeder would almost run it out… Read More

Assessing the future of COMAC programs

Subscription Required Introduction Feb. 6, 2017, © Leeham Co.: China’s effort to become a viable commercial aerospace alternative was filled with rocky fits and starts for its two signature airliner programs, the AVIC ARJ-21 and the COMAC C919…. Read More

Pontifications: Boeing’s risk if Trump goes wild

Feb. 6, 2017, © Leeham Co.: Boeing officials must be downing antacids by the bushel about now. President Donald Trump has the Mexican president pissed off. Trump’s spokesman says the immigration ban (or pause, or suspense, depending on… Read More

United: the road back

By Bjorn Fehrm Introduction February 1, 2017, ©. Leeham Co: A headline from one year ago read: “UNITED’S QUEST TO BE LESS AWFUL: A bungled merger. A corruption scandal. Three CEOs in a year. But hey, at least the snacks… Read More