Leeham News and Analysis
There's more to real news than a news release.
Exclusive: Emirates Airlines gets pitch for 100 Boeing 747-8s
Update, 3:30pm PST: For those who may not be adept at reading literally what was written, we did not say Boeing made the pitch. Feb. 4, 2015: In a pitch designed to save the Boeing 747-8 and simultaneously… Read More
Triumph Group loss on 747-8 gives more clues on program status
Triumph Group revealed an unexpectedly large forward loss related to the ailing Boeing 747-8 program on its fiscal third quarter financial results last week. The forward loss was triggered by Boeing’s decision in December to reduce the production… Read More
Airbus A400M; how good and how late?
Subscription required By Bjorn Fehrm Introduction 01 Feb 2015: Six years ago Tom Enders, then-CEO for Airbus (when the parent was named EADS), threatened to stop the A400M project. He then played hardball to get eight European states… Read More
A350-1000 gets upgrade to 387 seats; we analyse the consequences
Subscription required By Bjorn Fehrm Introduction 28 Jan 2015: Exactly one week after the first Airbus A350 started regular service between Doha and Frankfurt with Qatar Airways (on 15th of January), upgrades to the A350 capacity was announced by Airbus in a… Read More
USAF picks 747-8 for new AF One, first delivery in 2018; end of program likely
The US Air Force has picked the Boeing 747-8 as the replacement for the 747-200-based Air Force One, reports Bloomberg News. The decision comes as absolutely no surprise. The first of two 747-8s will be delivered in 2018,… Read More
Boeing earnings conference call: We’re in better and stronger position than ever, says McNerney
See here for initial analyst reaction before the earnings call. Boeing is entering 2015 better and stronger than at any time in recent history, said CEO Jim McNerney at the start of the Boeing earnings call today on… Read More
Boeing 2014 earnings: $91bn in revenue
Jan. 28, 2015: Boeing issued its 4Q2014 and full year press release this morning; the conference call will be at 10:30am EST. The closely watched 2015 cash flow guidance is more than $9bn. Revenue for 2014 was nearly… Read More