PNAA Day 1: Boeing’s view of the global market

Feb. 9, 2016: Today is the first of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Randy Tinseth, VP-Marketing for Boeing, said… Read More

PNAA Conference Day 1: Aerospace Clusters

Feb. 9, 2016: Today is the first of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Aerospace clusters are evolving throughout the… Read More

Pontifications: Dissecting Boeing’s 2016 delivery guidance

Feb. 8, 2016, © Leeham Co.: Boeing’s surprise guidance for 2016 for fewer deliveries on the 737 and 767 lines raised as many questions as officials answered on the Jan. 27 earnings call. The lower guidance led to… Read More

Irkut MC-21, first analysis

By Bjorn Fehrm Subscription required. Introduction Feb. 08, 2016, © Leeham Co: We recently covered China’s COMAC C919 and now the time has come to the other new narrow body aircraft from the old Communist bloc, the Russian MC-21…. Read More

Bjorn’s Corner: Efficient systems

  05 February 2016, © Leeham Co: In recent Corners, we looked into technologies which have made the new breed of airliners more efficient. We’ve talked about how new engines can raise efficiency by about 15% and how… Read More

Can the 787 pay its debts?

By Bjorn Fehrm Subscription required. Introduction 04 February, 2015, © Leeham Co: Boeing has presented its results for the last quarter of 2015. It was a quarter for Boeing with solid performance in revenue ($96.1bn) and in cash generation… Read More

The MAX flies ahead of time

By Bjorn Fehrm 2 February 2016, ©. Leeham Co: The Boeing 737 MAX flew for the first time Friday. On Saturday it was in the air again. Boeing has communicated they will deliver the first aircraft to Southwest next… Read More

A380 order welcome, but may not add to Airbus backlog

Subscription Required Introduction The news of orders by Iran Air and ANA for 12 and three A380s respectively is good news for Airbus, but these probably don’t do much to boost the backlog in practical terms. These orders… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

Bjorn’s Corner: Exciting 2016

29 January 2016, ©. Leeham Co: In the corner of two weeks ago we did a retrospective of 2015. Time for looking ahead. The year of 2016 will be quite interesting. We had entry into service of the… Read More