Leeham News and Analysis
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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
Boeing accurate on pax forecast, missed cargo by 22%: Wells Fargo
July 26, 2016: Boeing’s 1996 20-year Current Market Outlook was an accurate forecast for passenger airplanes but overstated demand for freighters, a new analysis by Wells Fargo Securities indicates. Aerospace analyst Sam Pearlstein took issue with “skeptics” (notably,… Read More
Pontifications: Boeing softens 747-8F recovery
July 25, 2016, © Leeham Co.: Boeing July 21 announced it is taking an after tax charge of more than $800m against the 747-8 program. It also canceled plans to increase production of the 747-8F from the current 0.5/mo to… Read More
Boeing announces $2bn in new charges
July 21, 2016, © Leeham Co.: Boeing today announced $1.66bn in new after tax charges to its 787 and 747-8 commercial programs and a $393m after tax charge for its KC-46A USAF tanker program. “On a pretax basis… Read More
Dearth of wide-body order hang over Airbus, Boeing
Subscription Required Introduction July 25, 2016, © Leeham Co.: It wasn’t a good two weeks for wide-body airplanes. Week 1: Virtually no new orders for wide-bodies were announced at the Farnborough Air Show. Airbus, responding to a leak… Read More
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Posted on July 25, 2016 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Leeham News and Comment, Premium
747-8, 787-10, 787-9, A350-900, A380, Airbus, American Airlines, Boeing, Delta Air Lines, Emirates Airline, Volga-Dnepr