Leeham News and Analysis
There's more to real news than a news release.
Boeing reports strong 3Q results
Oct. 24, 2018: Boeing reported a stronger than expected third quarter when it announced financial results today. The press release is here. The stock was up more than 3% ($10.87) in early morning trading. Wall Street analysts issued… Read More
Boeing’s growing 777X challenge
Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More
Pontifications: Market Intelligence from NY
Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More
How useful is an NMA, Part 2
By Bjorn Fehrm Subscription Required Introduction October 18, 2018, © Leeham News.: Last week we started an article series which analyzes how useful a Boeing NMA will be for medium to long-haul flights in different markets. We first… Read More
Boeing expected to lay out new contract terms for suppliers
By Dan Catchpole Danieljcatchpole[at]gmail[dot]com Oct. 16, 2018, © Leeham News: Puget Sound-area Boeing suppliers are anxiously awaiting an Oct. 30th meeting at the Lynnwood Convention Center. The aerospace giant has invited dozens of suppliers to the meeting. Attendees… Read More
Zunum Aero is betting on better batteries tomorrow and the day after
By Dan Catchpole danieljcatchpole(at)gmail(dot)com Subscription Required Introduction Oct. 15, 2018, © Leeham News: Battery technology today leaves a lot to be desired. The energy density of even the most advanced batteries are a sliver of the density in… Read More
Pontifications: “We will develop and actionable plan to develop supply chain”
Oct. 15, 2018, © Leeham News: “With your help, we will develop actionable plans to develop the supply chain.” This was the leading message from the 5th Annual South Carolina Aerospace Conference and Expo, held Tuesday and Wednesday… Read More
Boeing’s transition in supply chain management aims to save hundreds of millions of dollars
Subscription Required Now open to all readers. Introduction Oct. 8, 2018, © Leeham News: As Boeing moves toward more automation, digital twins and 3D printing to streamline manufacturing and reduce costs, behind the scenes another major initiative has… Read More
Pontifications: Amazon’s quiet plans to grow its airline
Oct. 8, 2018, © Leeham News: Amazon, the giant on-line retailer, continues to move quietly to expand its Amazon Air cargo carrier, with plans to grow the airline to a size that could rival FedEx, market sources tell… Read More
Huge surge of A320 orders greatly exceed near-, mid-term A320 retirements
Subscription Required Introduction Oct. 4, 2018, © Leeham News: The huge surge of orders for the Airbus A320 family far outstrips the aging aircraft statistics, an analysis shows. Airbus has a backlog of more than 6,000 A320 family… Read More