Leeham News and Analysis
There's more to real news than a news release.
How good is a MAX 7X and why would it replace the original? Part 4
By Bjorn Fehrm Subscription required Introduction May 23, 2016, ©. Leeham Co:In Part 1 to Part 3 of this article series,we looked into the reasons behind that Boeing is considering changing the 737-7 MAX into a slightly larger 737-7X. Figure… Read More
How good is a MAX 7X and why would it replace the original? Part 3
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More
Mitsubishi’s MRJ test flying making good progress
By Bjorn Fehrm in Tokyo May 18, 2016, ©. Leeham Co: Mitsubishi Aircraft Corporation (MAC) announced that their MRJ flight test program is now going well. Mitsubishi presented the status update at the International Society of Transport Aircraft… Read More
Air freight continues to lag, IATA says
March 18, 2016: The air cargo market continues to struggle, according to data compiled by the International Air Transport Assn. (IATA) in its first quarter report for information primarily in the fourth quarter and full year of 2015…. Read More
ANA CEO opens ISTAT Asia 2016
By Bjorn Fehrm in Tokyo May 18, 2016, ©. Leeham Co: The CEO of All Nippon Airways (ANA) Osamu Shinobe opened the 2016 International Society of Transport Aircraft Trading (ISTAT) conference in Tokyo today, in front of some 700 delegates…. Read More
Pontifications: Improbably, 787 surplus develops
May 16, 2016, © Leeham Co.: As improbable as it sounds, a short-term surplus of Boeing 787s has developed, say several market officials. Lease rates in some cases on 787-8s and 787-9s have dropped below $900,000/mo for 787-8s… Read More
How good is a MAX 7X and why would it replace the original? Part 2
By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co:In Part 1 we described the driving forces behind Boeing’s investigations into changing the definition of the 737 MAX 7. There are good reasons to make the… Read More
Analyst reaction to Boeing investors day
May 12, 2016: Analysts were largely underwhelmed in their take-aways from the Boeing investors day. Their reactions: Bernstein Research (Outperform) Boeing held its investor conference this week, including tours of Everett and Renton facilities. Overall, we viewed the… Read More
Analysts skeptical going into Boeing investors day
Subscription Required Introduction May 12, 2016, © Leeham Co.: Boeing executives faced skeptical aerospace analysts at its annual investors day yesterday in Seattle. Presentations by Dennis Muilenburg, CEO of The Boeing Co., Chairman, President and Chief Executive Officer,… Read More
Boeing investors day: Conner: today’s hard decisions assure future
May 11, 2016: Decisions Boeing has made today have been hard, but assure Boeing will be around another 100 years, says Ray Conner, CEO of Boeing Commercial Airplanes. “We compete every day with aggressive competitors.” Note: Boeing is holding… Read More