Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Why I wouldn’t hesitate to fly on the MAX after the fix May 17, 2019
- How Boeing named, promoted the MAX in early days May 16, 2019
- Mitsubishi sets stage for announcement at Paris May 13, 2019
- Pontifications: By accident of timing, convergence of events, Mitsubishi is now well positioned to become major RJ player May 13, 2019
- Boeing to support MAX simulator demo (Update) May 10, 2019
Leeham Co. website updated 4/15
Our Corporate Website has been updated for this week. We discuss what’s perceived by many as Boeing’s scorched earth approach to its protest over the tanker award to Northrop Grumman; and we expand our previous discussion on the… Read More
Tanker wars, continued
Boeing and Northrop continue their tanker public relations war. Boeing fired off this press release about the KC-767’s “survivability” vs. the Northrop KC-30. Northrop fired off a release about jobs, steering people to a 3 1/2 minute National… Read More
Lost 787 Revenue: WAG $30bn
The WAG estimate for lost revenue to Boeing for the delays of the 787 program is around $30 billion through 2013, based on some production estimates from a Goldman Sachs report issued this morning. Goldman predicts $3 billion… Read More
KC-30, KC-767 prices revealed
In a remarkable piece of reporting, Reuters‘ Andrea Shalal-Esa uncovered the price offered by Northrop Grumman to the US Air Force for its KC-30 and from there the extrapolation of the price Boeing offered for the KC-767. Reuters… Read More
Boeing confirms new 6 mo delay
Boeing confirmed a new delay of six more months for the 787 program. By now readers will likely have seen the press release. The update conference call begins shortly. We’ve constructed this table below based on information in… Read More
More on the KC-767 technical merits
Boeing just published its Boeing Frontiers magazine for April and it it there is a one-page story about a low-tech solution to a high-tech problem. The story may be found here.
In advance of the 787 update
Boeing will update its 787 program Wednesday (April 9) at 11 am EDT, when officials are expected to confirm the widely reported additional six month delay. A Reuters report suggests the new delay could be six to nine… Read More
Speaking of USAF procurements…
Steve Trimble of Flight International has this bizarre piece. It’s about the Joint Cargo Aircraft, the C27J, which is being acquired by the Army and the US Air Force. It turns out the Army is paying half that… Read More
Boeing’s IDS struggles
This story by Dominic Gates of The Seattle Times paints a grim picture for Boeing’s Integrated Defense Systems. He points out that IDS “can’t boast even a single prime contract to supply the US military’s next generation of… Read More
$800m-$1bn 787 penalty cost predicted
This 7 minute video from Morningstar predicts that Boeing will face a penalty to airlines of $800 million to $1 billion for delays in the 787 program. The prediction is about 4 minutes into the video.