Leeham News and Analysis
There's more to real news than a news release.
Southwest pilot contract good news for Boeing
Sept. 1, 2016, © Leeham Co.: The lucrative labor contract agreement for Southwest Airlines pilots agreed this week is good news for Boeing. Why? Because under the previous contract, Southwest pilots—who had been in negotiations with management for… Read More
Russian-Chinese wide-body: The aircraft, Part 2
By Bjorn Fehrm Subscription required. Introduction September 01, 2016, ©. Leeham Co: In Part 1, we concluded that the existing Il-96 fuselage cross section would be suitable for a new Russian-Chinese wide-body. This means that a lot of experience… Read More
Weekly analyst report: Boeing’s price freeze
Aug. 31, 2016: The dog days of August continue, with limited news and research notes from the Wall Street aerospace analysts. A few items of note from the past week: Boeing’s price list freeze for its 7-Series airplanes… Read More
Boeing’s Joe Sutter, father of 747, dies at 95
Aug. 30, 2016: Boeing and aviation legend Joe Sutter died at age 95. The father of the 747, and instrumental in the development of the 727 and 737, Sutter remained active in Boeing well into his 90s. Boeing… Read More
Will United’s new president open door for Airbus?
Aug. 30, 2016, © Leeham Co.: Will Scott Kirby’s move from president of American Airlines to the same position at United Airlines lead to a major shift in fleet acquisition at the Chicago-based carrier? This is an intriguing… Read More
Pontifications: “Troubled” 787 is a thing of the past
LNC has been beset by technical issues since Aug. 17 that interferes with e-mail notification as well as links to Twitter, Facebook and Linkedin. We’re working on it with WordPress. Aug. 29, 2016, © Leeham Co.: Faulty engines… Read More
Trump or Clinton will be OK for defense industry: Analyst
Aug. 24, 2016: It’s a light week for relevant commentary from the US aerospace analysts. Buckingham Research takes a view on the election of either Trump or Clinton on the defense industry. India’s Jet Airways will defer 10… Read More
AvWeek obtains Boeing sales targets
Aug. 22, 2016, © Leeham Co.: It’s the kind of leak that drives a company crazy. Aviation Week obtained an internal Boeing sales target list that is well below a book:bill of 1:1 this year. The math shows… Read More
Russian-Chinese wide-body: background and outlook
By Bjorn Fehrm Subscription required. Introduction August 21, 2016, ©. Leeham Co: The discussions around a joint Russian and Chinese development of a 250-300 seat wide-body has been going on for years. The project got a more concrete form… Read More
Pontifications: Getting there from here on Boeing’s deferred production costs
Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More
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Posted on August 22, 2016 by Scott Hamilton
Boeing, Leeham News and Comment
787, 787-10, 787-8, 787-9, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Greg Smith, Rob Spingarn, Ron Epstein