Leeham News and Analysis
There's more to real news than a news release.
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
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
Two “Boeing countries” on Trump’s no-fly list
Jan. 30, 2017, © Leeham Co.: Two of the seven countries on President Trump’s own “no-fly” list of travelers coming to the United States committed to 108 Boeing airplanes. One of the governments is an ally of the… Read More
Assessing A330, A350 production futures
Subscription Required Introduction Jan. 26, 2017, © Leeham Co.: Airbus A350 production rates are solid at 10/mo through 2022 but can’t support increasing them to the oft-discussed 13/mo, based on LNC’s analysis of the current backlog. Airbus A330-900… Read More
Boeing to decide this year 787 production rate of 14/mo
Jan. 25, 2017: Boeing today reported slightly lower revenues for 2016 vs. 2015. Revenues were down 2% to $94.6bn vs $96.1bn. Net profit was down 5% year-over-year, reflecting the lower revenues and after charges on the KC-46A tanker… 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
A380 cost analysis
Subscription Required Introduction Jan. 23, 2017, © Leeham Co.: In a sister article, we will describe how Airbus A380 might change from a flagship aircraft for legacy carriers to a competitive tool for long-range LCCs. This change of… Read More
Bjorn’s Corner: Aircraft engines in operation
January 20, 2017, ©. Leeham Co: We have now covered the technology around airliner turbofans. Now it’s time for the real stuff: their operational life. Most decisions that an engine designer does is about how the engine shall function in practice. To understand… Read More