Leeham News and Analysis
There's more to real news than a news release.
Boeing’s next five weeks
The next five weeks should be pretty exciting for Boeing–and significant. Last week, the company received certification of the 747-8F from the FAA. Before the end of the month, the Board of Directors is to receive from Boeing… Read More
Name that plane-the 737 re-engine
With Steve Wilhelm of the Puget Sound Business Journal getting a scoop that Boeing is naming the re-engined 737 the NE737, which we were underwhelmed by, and the conversation in the Internet and analyst community about the name,… Read More
Talk of 60 737s a month unjustified, says analyst
Note: According to the Puget Sound Business Journal, the new name for the 737RE is the NE737 (presumably for NewEngine). Dunno about you, but we are underwhelmed. Note 2: On another topic, Boeing got certification of the 747-8…. Read More
Flightblogger on 737RE, Aeroturbopower on A320 v 737-800
Two very interesting posts came up today. The first is from Aeroturbopower, a blog that concentrates on engines and engine-related stuff. In today’s post, Aeroturbopower has a very interesting analysis on fuel burn on the Airbus A320 vs… Read More
Milestone in aerial refueling: the unmanned KC-10
Very clever and creative flying, as reported here.
Qantas, Transaero buy Airbus; Hazy cool to 737RE
AirInsight just posted three pieces about aircraft developments. One concerns the big order from Qantas for A320/A320neos, another is about the Transaero deal for the A320neo and the third is our report referenced in the 777 post below… Read More
Bernstein assess 787 profitability
Bernstein Research issued a report today assessing the Boeing 787 program profitability. Highlights: It appears unlikely to us that Boeing will deliver a positive program gross margin over an initial accounting block of 1000 airplanes, if production inventory… Read More
Assessing the 777 upgrade
The “godfather of leasing,” Steven Udvar-Hazy, the CEO of Air Lease Corp., weighed in on the 737RE and the prospective improvements to the 777 during ALC’s earning’s call. And when Hazy speaks, the industry listens. Hazy, who favored… Read More
Narrowing the 737RE design
While the aviation world is waiting to see what the Boeing 737RE will be, information that has emerged publically from Boeing and information we’ve obtained gives, we think, a reasonable picture of what the airplane will look like…. Read More
Boeing comments on the 737RE
As the aviation world waits for Boeing to define the 737RE, it might be worth taking a close look at the July 27 earnings call discussion relating to the airplane, apart from the topic of where the aircraft… Read More