Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
“Excusable delay”
If anyone had any doubts about Boeing paying penalities for delays as a result of the 58-day IAM strike, in which the conventional wisdom was that Boeing did not, doubt is removed with this contract language we found… Read More
Boeing revises 787 schedule again
As expected, Boeing revised its 787 schedule, now listing the first flight in the second quarter next year and first delivery into the first quarter of 2010. These represent slips of about six months. The Boeing press release… Read More
Papers play catch up on 787 delays
The Wall Street Journal, The Seattle P-I and other papers are only now playing catch-up to aerospace analysts who last week forecast the first deliveries of the Boeing 787 won’t be until summer of 2010. We also forecast… Read More
Airbus critique of 787
Jon Ostrower of FlightBlogger has a stunning coup: a 48 page critique of Boeing’s 787 by Airbus. His blog link is here. He has a link to the full report.
Profiles of Airbus Financial, Boeing Capital
With the capital market crunch, Airbus and Boeing each said it is prepared to step up and help with customer financing. Below are two stories we did for Commercial Aviation Online, a subscription-only service, about Airbus and Boeing… Read More
787 update due shortly
In this week’s column: 787 Update Due Shortly Other program issues at Boeing The decline and fall of the Chinese aviation sector The impact of the Global economies on Airbus and Boeing 787 Update Due Shortly Boeing plans… Read More
SPEEA vote today
Update, 10:30 PM PST: It’s official: 79% of the engineers and 69% of the technicians voted for the contract. Update, 9:00 PM PST: Unofficial returns: it appears that both contracts passed. It may be another 30-60 minutes before… Read More
Hazy has deal to buy ILFC
Bloomberg News has a story quoting the head of mega-lessor saying he has a deal to buy International Lease Finance Corp. from insurance giant AIG. ILFC is the largest customer of Airbus and Boeing. It owns and manages… Read More
Boeing and the Southern strategy?
Steve Wilhelm of the Puget Sound Business Journal (Seattle) has a long story about Southern states “eyeing” Boeing in the wake of the IAM strike. Speculation has been rampant (in peaks and valleys) that Boeing might be fed… Read More
Is Boeing fundamentally sound?
Addison Schonland and Richard Aboulafia join us in a 19 minute podcast discussing whether Boeing is fundamentally and structurally sound. This follows comments by Boeing Commercial Airplanes President Scott Carson at a Credit Suisse conference saying so. Do… Read More