Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Top 10 stories in 2012; A400M; C919 “orders”
Top 10 Stories in 2012: Here’s a piece we did for CNN International on the Top 10 stories, David Letterman style, for 2012. Airbus A400M: Airbus claims it’s ready to go. First deliveries slated for next summer. C919–orders,… Read More
Odds and Ends: Boeing stock buyback; Charging suppliers for doing business; AA+US
Boeing Stock Buyback: Boeing announced a stock buyback of #3.6bn for next year. Wells Fargo has this to say in a research note issued today: Boeing had more than $11B of cash on the balance sheet at the… Read More
Odds and Ends: Picking up an A380; testing the 787; VLA backlogs
Picking up an A380: No, it’s not about lifting one. It’s taking delivery of one. CNN International Travel has this story about the delivery process. It’s not what you’d think would be your usual story from a travel… Read More
DOD worries about sequestration affect on non-defense industries
The National Journal magazine has an interesting article detailing why the Defense Department is worried about the impact on non-defense sectors. Among the key points in the article: Half Boeing’s revenue comes from the commercial aircraft sector and… Read More
Boeing details 737 improvements
With a tip of the hat to Jon Ostrower and his Tweet, here’s a link to some detail about the improvements to the Boeing 737. Given the Airbus write-up in its advertisement about the MAX, we thought this… Read More
Ad wars, continued–Airbus fires Round Three
This week’s issue of the trade magazines has Round Three of the Airbus response to Boeing ads. Click to enlarge.
Odds and Ends: Progress on the KC-46A; Southwest and AirTran; British Air’s A380
KC-46A Progress: National Defense magazine has this update on progress of the Boeing KC-46A tanker. According to the article, progress is proceeding well. Southwest Airlines and AirTran: Southwest Airlines is the USA’s legacy low-cost carrier, and it has… Read More
Odds and Ends: SPEEA says strike is likely; CFM LEAP update
SPEEA v Boeing: The Seattle Times reported that there is a very high chance of a strike by SPEEA against Boeing come February. This is, of course, bad news for all concerned. SPEEA is already talking about a… Read More