Leeham News and Analysis
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Subscription required. Introduction July 28, 2015: © Leeham Co. Trying to decipher what the airframe Original Equipment Manufacturers (OEMs) are going to do is a sporty game that is often analogous to Kremlin watching, especially when it comes to… Read More
Rockwell Collins sector sales below expectations because Boeing 787 doing so well
June 28, 2015: Rockwell Collins, a major supplier of aircraft systems, said in its FY3Q2015 earnings call Friday that aftermarket parts and provisioning sales were below expectations in part because the Boeing 787 and the Rockwell parts are… Read More
Options for Singapore Airlines to operate direct flights to the US, part 3.
By Bjorn Fehrm Subscription required. July 22, 2015 © Leeham Co. We will now finish our series around Singapore Airlines (SQ) need for an Ultra Long Haul (ULH) airliner by looking at what would be the technology and performance… Read More
Pontifications: Steady as she goes at Boeing–for now
July 27, 2015, © Leeham Co. Dennis Muilenburg, who became the chief executive officer at The Boeing Co. the Tuesday after the Paris Air Show ended (and at which Jim McNerney was front-and-center in his role as CEO), was… Read More
Interior supplier sees 777, A330 production rates coming down
July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More
Bjorn’s Corner: Weight or fuel limited, what is this all about?
24 July 2015, ©. Leeham Co: In recent articles around the Ultra Long Haul (ULH) needs of Singapore Airlines, there have been many references to aircraft being either fuel or weight limited. It is not so evident what… Read More
Options for Singapore Airlines to operate direct flights to the US, part 2.
By Bjorn Fehrm Subscription required. July 23, 2015 © Leeham Co. After having looked at Airbus’ A350-900 and Boeing’s 777-200LR for filling Singapore Airlines (SQ) need for an Ultra Long Haul (ULH) airliner we now complement the analysis… Read More
Muilenburg’s debut as CEO on Boeing earnings call
July 22, 2015: Dennis Muilenburg made his first appearance today on a Boeing earnings call as president and CEO. Jim McNerney, who was chairman and CEO until June when he relinquished the CEO title to Muilenburg, began the… Read More
Boeing 2Q/1H 2015 earnings
July 22, 2015: Boeing reported its 2Q2015 and 1H2015 earnings today, with higher revenue, $3.3bn in the all-important cash flow and a strong commercial backlog. The earnings call presentation is here. The earnings call is here at 10:30am… Read More
FedEx orders 50+50 767-300Fs (but no 777Fs)
FedEx today announced an order for 50+50 Boeing 767-300ERFs. We previewed this prospect July 8. But there were no Boeing 777Fs involved, as we reported there “perhaps” might be. FedEx, which also operates the 777F, deferred orders for… Read More
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Posted on July 21, 2015 by Scott Hamilton
Boeing, Leeham News and Comment
767-300ERF, 777F, Boeing, FedEx