Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
767 sales keep line alive for tanker
Boeing last week announced an order for four more 767s (in this case, -300ERs) that help keep the line alive pending a new competition for the USAF aerial tanker. Boeing previously booked an order for nine 767s for… Read More
Were they at the same meetings?
Boeing and SPEEA have two very different views of the progress of the bargaining to date and contract offer that was presented by Boeing to the engineers’ union Thursday. The SPEEA contract expires December 1. Many of the… Read More
Airbus, Boeing news from around the world
Update, November 6: 2:40 PM PST: Boeing is to make its contract offer to SPEEA today, with plans to conclude talks next week. Armed Forces Journal: We wrote this article for this magazine’s November issue taking a look… Read More
Corporate website updated wk 11/4
In our bi-weekly update at our Corporate website, we take a look at the challenges Boeing has now that the IAM strike is settled. We also identify the company that is the largest customer of 7-Series airplanes and… Read More
Bad news for Northrop?
With Pennsylvania Congressman John Murtha (D-Foot-in-Mouth) suddenly in danger of defeat in Tuesday’s election after calling his constituents racist and rednecks, Norm Dicks (D-Boeing/Washington) is in line to succeed Murtha as chairman of the House Appropriations Committee. This… Read More
Good News, Bad News for Boeing
The good news is that the IAM strike is over and the union members are starting to return to work (all of them have to be back by November 10). The bad news is that two analysts take… Read More
Back to the Tanker: Price Competition
A new strategy for the competition to award an Air Force contract for the aerial tanker might be a compromise for the next president, according to this article. A sidebar to the home page has the following item,… Read More
IAM Vote Results
6:25 PM PDT We’re here at IAM HQ; the first votes have arrived and are being sorted “I Accept” or “I Reject” the contract offer. We’ll eyeball bestr we can and report throughout the evening. 6:35 PM PDT:… Read More
ILFC gets $5.7bn in financing
Mega-lessor International Lease Finance Corp. (ILFC) obtained a $5.7 billion commercial paper financing via the Federal Reserve Bank Commercial Paper Funding Facility. This just goes to show what government ownership can do for you, after all. ILFC, of… Read More
IAM Vote Saturday
The IAM vote on the Boeing contract offer is Nov. 1, with results expected by around 8 PM PDT. We’ll be on scene and anticipate updating throughout the vote count from about 6:30. We think there is a… Read More