Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Teamsters, Boeing have a new contract April 29, 2025
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
Assessing airlines’ widebody replacement needs
Subscription Required By Vincent Valery Introduction Feb. 3, 2020, © Leeham News: As part of the 777X maiden flight, Boeing briefed the media on its demand forecast for the large widebody market. The OEM sees a demand to… Read More
Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider
Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More
Boeing looks to produce about 220 MAXes in 2020
By Scott Hamilton Jan. 30, 2020, © Leeham News: Boeing appears preparing to produce around 220 737 MAXes this year. Spirit AeroSystems announced this morning that it reached agreement with Boeing to supply 220 fuselages in 2020. The… Read More
With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained, Part 2.
By Bjorn Fehrm Subscription Required Introduction January 30, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production has exposed the internals of an airliner OEM as never before. By comparing the second, third and… Read More
Boeing MAX production will restart, build slowly
By Scott Hamilton Jan. 29, 2020, © Leeham News: Restarting production of the Boeing 737 MAX assembly lines will be slow, methodical and paced to avoid adding to inventory of about 400 airplanes in storage. This was one… Read More
Boeing posts 2019 loss, IDs $9.2bn in additional MAX charges, costs
Jan. 29, 2020, © Leeham News: Boeing today announced a full year loss for 2019, as expected. Revenue of $76.6bn, GAAP loss per share of ($1.12) and core (non-GAAP)* loss per share of ($3.47) Operating cash flow of… Read More
Pontifications: Back to drawing board on NMA, Boeing’s CEO says
Jan. 27, 2020, © Leeham News: Back to the drawing board. So to speak. There is no drawing board, of course, but, rather, computer design. In his first media conference last week as president and CEO of The… Read More
Third time is the charm: 777X takes to the sky today
By Scott Hamilton Jan. 25, 2020, © Leeham News: The third time was the charm. After being rained out Thursday and scrubbing the first flight Friday due to high winds, Boeing successfully launched the 777X into the air… Read More
First flight of Boeing 777-9 today, weather-dependent
By Scott Hamilton Jan. 24, 2020, © Leeham Co.: In a year filled with bad news, Boeing finally had something good to crow about. The 777-9’s first flight is today. It comes about a year late, due to… Read More
With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained.
By Bjorn Fehrm Subscription Required Introduction January 23, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production exposes the internals of an airliner OEM as seldom before. The second, third and eventually fourth quarterly… Read More