Leeham News and Analysis
There's more to real news than a news release.
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More
Albaugh announces more than 600 commitments for 737 MAX
At an appearance with Goldman Sachs today, Jim Albaugh, CEO of Boeing Commercial Airplanes, announced there are now more than 600 commitments for the 737 MAX. Announced what we reported weeks ago: Boeing selected 68 inch fan for… Read More
Odds and Ends: The selling of the 707
Selling the 707: Fortune magazine reprinted this article from 1957 of the Selling of the 707. Pretty good return to nostalgia. From Twitter: .@Boeing CFO James Bell to retire next April. Corporate Controller Greg Smith to replace him…. Read More
More analysis on 787 accounting block, break-even
Update: Javier has answered (or responded to, depending on your viewpoint) many of our reader comments here. Original Post: A blog of which we were previously unaware came to our attention late last week that has the best,… Read More
Odds and Ends: Qatar, Cargolux and GE
For those who don’t believe there was a connection between the Cargolux-Boeing-GE dispute and the 787 and Qatar, watch the Dubai Air Show. We’re hearing Qatar will sign announce it has selected GEnx for the 787. Speaking of… Read More
Boeing sets 787 accounting block at 1,100; earnings call summary
Update, from 7:30 am-the Earnings Call: Jim McNerney (JM): Passenger traffic remains resilient, but cargo traffic weakening and needs watching. Interest in 737 MAX remains high, still working with customers [to define product]. We’re monitoring European debt crisis… Read More
“Optimizing” bad news
You have to hand it to the public relations staff for some real chutzpah. Air Berlin has been struggling for years, over-ordering aircraft and canceling some of them (Boeing 787s among them). Today the airline deferred Airbus and… Read More
Where will MAX be built?
Crosscut Seattle, an on-line only news outlet (and one we consider to be quite good) does occasional in-depth think pieces. Today it has one about the burning question to Washington State: where will the Boeing 737 MAX be… Read More
747-8 engineer nominated for top honors
Dominic Gates of The Seattle Times has this piece that describes the honor Boeing engineer Pio Fitzgerald has been nominated for at the Dubai Air Show for his design fixing the flutter problem on the Boeing 747-8 that… Read More
4.6 earthquake in possible 737 MAX site
San Antonio (TX), a potential assembly site for the 737 MAX, was hit yesterday with a 4.6 earthquake. The city is also the location for 787 finishing work. Readers will recall that on the second quarter earnings call,… Read More