Leeham News and Analysis
There's more to real news than a news release.
Thoughts on the Boeing-IAM deal
We couldn’t be more delighted. The agreement announced Nov. 30 between the IAM 751 local and Boeing is an outstanding development. Who wins? Basically, everybody. The Company gets: Production stability through most of 2016 without the pain and… Read More
China won’t be competitor for 20 years: Leahy
China’s emerging commercial aerospace industry won’t be a viable competitor to Airbus and Boeing for 20 years, predicts John Leahy, COO Customers of Airbus. Speaking at the Credit Suisse Aerospace conference in New York, Leahy noted the challenges… Read More
Boeing looks at improving 737 production rate efficiency
Boeing is considering how to make the already-lean 737 production line even more efficient with an eye toward increasing rates beyond 42 per month, the commercial airplane division CEO said today. Jim Albaugh, speaking at the annual Credit… Read More
Odds and Ends: Wait a minute, we’re No. 2
We’re at the Credit Suisse aerospace conference in New York. Occupy Wall Street is demonstrating outside and passed out a flier criticizing defense spending. Boeing is listed as the number 5 defense contractor. Jim Albaugh, CEO of Boeing… Read More
American, parent, subs file Chapter 11
It’s done: American is the last legacy carrier to file for bankruptcy. Press releases here, here and here. Our discussion last week of what a bankruptcy would mean to orders is here.
787: Breaking Even, Operating Costs and Worldwide tour
The Everett Herald Nov. 27 had an interesting article assessing the break-even of the Boeing 787. The article neatly summarizes what Boeing CFO James Bell described on the 3Q earnings call. The Herald’s article is slightly out of… Read More
Bankruptcy fears swirl again around American Airlines
With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More
Do airframers listen to customers?
Aviation Week has an interesting story asking whether airframers truly listen to customers when designing airplanes. The question is not an idle one. Airbus and Boeing constantly say they do, but Airbus is getting loads of flak from… Read More