Leeham News and Analysis
There's more to real news than a news release.
Albaugh retires, replaced by Ray Conner
Update: 8:00am PDT June 27: The Seattle Times has a detailed story, including indications why Albaugh chose to retire. Original Post: In shocking news, Boeing announced that Jim Albaugh is stepping down as CEO of Boeing Commercial Airplanes… Read More
787 fuel burn, GEnx and how it relates to LEAP-1B
787 fuel burn: Aviation Week has this story about the early fuel burn results for the Boeing 787 beating expectations (which admittedly were tamped down because of the program difficulties). Some of this has been reported before. What… Read More
Odds and Ends: MAX EIS dates; McNerney on business climate; A320 Tianjin plant only breaks even
MAX EIS dates: Aviation Week has this story that lists the planned MAX EIS dates: 737-8, 2017 (we previously reported 4Q2017); 737-9 in 2018 and 737-7 in 2019. AvWeek also reported the bypass ratio for the LEAP-1B is… Read More
UBS estimates MAX break-even at 200
UBS Securities issued this note today: Boeing is accounting for its 737 NG (Next Generation) program over a large number of aircraft with roughly 2,200 remaining in its block as of Q1, reflecting production into 2016 at planned… Read More
737 MAX vs A320 neo: The debate continues
Here’s the next round in the continuing debate. Bernstein Research published this chart detailing how Airbus and Boeing differ on the performance improvements they predict. There is, of course, no way to know who is correct until the… Read More
787 surge line delayed by rework; 787-9 to use this line in 2013; 787-10 launch all but certain
Boeing is delaying activating the 787 surge line in Everett (WA), while rework on the first 65 787s continues. Steve Trimble of Flight Global has this report. Meanwhile, Bernstein Research, in a note issued today, says the surge… Read More