Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
News on the tanker, 787, Boeing earnings
The last 24 hours have been busy news days on the tanker and the 787. Reuters published a story yesterday about the Air Force calling the CEOs of Boeing and Northrop Grumman on the carpet for the vitriolic… Read More
Sorting out reports of new 787 delay
For anyone who has picked up the reports on Yahoo or Google News about the Focus magazine story of another potential round of 787 delays, and Boeing’s response Sunday denying the report, this all must be very confusing…. Read More
Ominous development for Northrop’s tanker
An ominous political development for the Northrop tanker award by the USAF may be developing in the US Senate. An article today in The Washington Post discusses the future of Sen. Robert Byrd, chairman of the Senate Appropriations… Read More
Boeing Commercial plans for KC-767 protest rejection
Another in a series of cartoons from The Mobile Press-Register’s JD Crowe. The reference to flying tricycles is to a comment a Boeing official made about Northrop Grumman’s planned production model for the KC-30 was like building tricycles… Read More
Qantas again reveals penalties
When the Airbus A380 was delayed two years, everyone from airplane geeks to airlines and Boeing wondered what kind of penalties Airbus would have to pay. Australia’s Qantas, apparently from a regulatory filing, revealed at the time that… Read More
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