Leeham News and Analysis
There's more to real news than a news release.
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
787 deliveries this year
Boeing, on its year-end and 1Q earnings calls, suggested there will be about 40 deliveries of thy 787 and the 747-8 this year, evenly split between the two. Aerospace analysts don’t agree, at least on the 787 side…. Read More
Building Boeing’s New Small Airplane
An aside before getting into the heart of this post: the following was sent by a Wall Street analyst upon hearing the news that Boeing will lose $300m on the first 18 KC-46A tankers. KC-46A over-runs. In the… Read More
Boeing’s Shanahan talks about new programs, shifting development in-house
We sat down with Pat Shanahan, who heads up Boeing airplane programs, at the Paris Air Show for a short conversation. One of the messages top executives have repeatedly said in recent months is that they will not… Read More