Leeham News and Analysis
There's more to real news than a news release.
State officials need to act now, ahead of lean times coming at Boeing Everett
August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More
Irkut MC-21-300 analysis, Part 3
By Bjorn Fehrm Subscription required. Introduction August04, 2016, ©. Leeham Co: With the classification of the Irkut MC-21-300 done in terms of its size segment (it’s close to the Boeing 737 MAX 9 in size) and the key data… Read More
Boeing’s 2Q2016 results and the 787
By Bjorn Fehrm August 03, 2016, ©. Leeham Co: Boeing released its 2Q 2016 results last week. This is always a good opportunity to look at information regarding its 787 Dreamliner project. Last week’s call did not disappoint even… Read More
Boeing 787: Stable Rate, Hike Rate or Cut Rate
Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More
Pontifications: A321LR actions put pressure on Boeing to launch 737-10
Aug. 1, 2016, © Leeham Co.: The order last week by JetBlue for 15 Airbus A321neos, with the option to convert these to A321LRs for potential trans-Atlantic service, comes within two weeks of Norwegian Air Shuttle converting orders… Read More
Irkut MC-21; we look at the MC-21-300, Part 2.
By Bjorn Fehrm Subscription required. Introduction August 01, 2016, ©. Leeham Co: After having found the nearest competitor to the Irkut MC-21-300 as the Boeing 737 MAX 9 in our first article, we now go deeper in the comparison… Read More
IRKUT MC-21; we look at the MC21-300.
By Bjorn Fehrm Subscription required. Introduction July 28, 2016, ©. Leeham Co: In February we did a first analysis of the new Irkut MC-21 single aisle aircraft that Russia is developing. We found that the aircraft has its own… Read More
747 production may end: Boeing
July 27, 2016: For the first time in a Securities and Exchange Commission filing, Boeing said production of the iconic 747 may end. In a 10Q quarterly filing today, concurrent with the 2Q2017 earnings release, Boeing said:
Boeing: program charges right course to de-risk finances
July 27, 2016, © Leeham Co.: Boeing officials termed charges against the 787, 747-8 and KC-46A as the right course while reaffirming the underlying strength of the company. CEO Dennis Muilenburg said the charge against the 787 was… Read More
Boeing posts loss on charges
July 27, 2016: Boeing posted a loss for the second quarter on more than $2bn in after tax charges, announced last week, and amounting to $3bn in before-tax charges. The press release is here. With advance warning last week,… Read More