Leeham News and Analysis
There's more to real news than a news release.
787 deliveries for 2011 shrinking
Boeing is likely to deliver only a handful of 787s this year instead of the 12-20 forecast on the year-end and first quarter earnings calls, say sources with direct knowledge of the situation. Deliveries could be as few… Read More
Countdown to 737RE or NSA: Odds now favor Re-engine
It’s been a slow but steady shift in Boeing’s thinking that became evident during the pre-Paris Air Show briefings: Boeing is warming to the idea of re-engining the 737. According to sources with direct knowledge of the situation,… Read More
McCain puts Boeing, USAF in his sights for $1bn overrun on four tankers
Well, it’s started. See McCain’s letter to the Department of Defense here.
Market sees 737 sales lagging, but matches 2010–so far
Here is a story we did for Commercial Aviation Online. Date: 12/07/2011 11:40 Source: Commercial Aviation Online Location: Seattle By: Scott Hamilton Boeing took a drubbing in the headlines from the Paris Air Show as Airbus racked up… Read More
A321neo best to replace 757: AirInsight
AirInsight today published a short report comparing the Boeing 737-900ER with the Airbus A321neo and concluded the neo is the best choice to replace the Boeing 757. See the AirInsight synopsis here. The report is particularly timely with… Read More
How will Boeing profit from tanker contract?
Just whenever you think there’s nothing more to write about the air force aerial tanker, more news pops up. The news that Boeing would first lose $300m on the initial KC-46A tanker contract, and now perhaps another $400m… Read More
Countdown at American for huge order
American Airlines is believed ready to decide on replacing as many as 250 narrow-bodies in its fleet as early as this week. The Wall Street Journal published this report Sunday outlining the stakes. We suggested recently that AA… Read More