Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Boeing throws Seattle a curve, doesn’t assume 737RE will be built there

Update, July 28, 6:45am PDT: Gates has expanded his original story with more about the developments through yesterday, plus IAM comments. Update, 6:00pm PDT: Dominic Gates just sent this message concerning the Boeing statement below: I just spoke… Read More

 32 Comments

 Posted on July 27, 2011 by

 Boeing

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Boeing 2Q earnings up; delivery forecasts down slightly

Here is Boeing’s earnings press release. Boeing announced its second quarter earnings today. From the conference call: Jim McNerney: The direction we are heading in single aisle program is clear with the American Airlines order for 737RE. We… Read More

 29 Comments

 Posted on July 27, 2011 by

 Boeing

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American is the launch customer for 737RE–but not the launch operator

American Airlines is the launch customer for the Boeing 737 re-engine, but it’s not the launch operator. As American’s 10Q SEC filing revealed the day the order was announced, AA won’t take delivery of the first 737RE until… Read More

 9 Comments

 Posted on July 27, 2011 by

 Airbus, Boeing, Bombardier, CSeries

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Analysts view the Re-Engine competition

We were traveling last week and are only now getting around to going through the analyst reports we receive, commenting on the American Airlines order. We put together a long synopsis after the jump. Meanwhile, there are a… Read More

 13 Comments

 Posted on July 26, 2011 by

 Airbus, Boeing

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Strategically speaking, why American Airlines?

Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More

 25 Comments

 Posted on July 25, 2011 by

 Airbus, Boeing

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$30m for the Airbus, Boeing at American: Wells Fargo

Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More

 27 Comments

 Posted on July 25, 2011 by

 Airbus, Boeing

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For Boeing: when one door closes, another door opens

There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More

 28 Comments

 Posted on July 23, 2011 by

 Airbus, Boeing, Bombardier, Comac, CSeries, EADS, Embraer

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McBoeing, 787’s insidious impact overwhelm product strategy

McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More

 59 Comments

 Posted on July 21, 2011 by

 Airbus, Boeing

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American Airlines order after-thoughts

It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:

 100 Comments

 Posted on July 20, 2011 by

 Airbus, Boeing

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American press conference on huge order

Running comments from the American Airlines press conference: Tom Horton Today is a transformational day for American. American’s order presentation, 19 page PDF: AMR Aircraft With this plan we are jumping to the front of the line and… Read More

 9 Comments

 Posted on July 20, 2011 by

 Airbus, Boeing

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