Leeham News and Analysis
There's more to real news than a news release.
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
Worry over Boeing 737 production rate ramp up overblown
Subscription Required Introduction Jan. 27, 2016, © Leeham Co. As Airbus prepares to hike production rates of the A320 family to 60/mo by the end of the decade and Boeing mulls whether to boost 737 rates above the… Read More
Boeing Outlook: 777 rate cut, 737 hike (Update 2)
Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More
Boeing 2015 earnings: Good year, good forecast, shares plunge anyway
Jan. 27, 2016: Boeing posted solid financial results for 2015 and forecast a good 2016, but shares plunged in early morning trading on a forecast for fewer deliveries this year than last. The press release is here. Shares… Read More