Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
- Supplier Howmet exceeds expectations despite tariffs May 1, 2025
- Airbus 1Q2025 results: So far, so good, but US tariffs make future results unpredictable May 1, 2025
Bjorn’s Corner: Electric aircraft, Part 5
July 28, 2017, ©. Leeham Co: In the last Corner, we looked at the mass of the propulsion components for a regional airliner. Now we complete the mass estimations for the complete hybrid electric system. We do that for… Read More
How Boeing pays back the 787 debts
By Bjorn Fehrm Subscription Required Introduction July 27, 2017, © Leeham Co.: Boeing held its 1H2017 call yesterday, giving further information on how the 787 deferred costs decline. The payback in 2Q2017 was $16m per aircraft. Boeing needed… Read More
Mid-year production update at Airbus
July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers. We examined Boeing Monday in advance of its earnings… Read More
Boeing assumes 787 rate goes to 14/mo, but still working on it
July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More
Boeing 2Q2017 earnings better than expected
July 26, 2017: Boeing reported better-than-expected 2Q2017 earnings today. Initial analyst reaction is below. The press release is here. The earnings call is at 10:30 am EDT. The link is here.
Mid-year production/delivery update for Boeing
Subscription required Introduction July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the… Read More
Caution overhangs 777X program-(Update)
Update: This story is corrected. July 21, 2017, © Leeham Co.: Lufthansa Airlines’ indications that it may reduce the order for 20 Boeing 777-9s underscores caution with which the program should be viewed. Emirates Airline already rescheduled its first… Read More
Boeing 787 payback gap widens
By Bjorn Fehrm Subscription Required Introduction July 20, 2017, © Leeham Co.: The 787 Dreamliner is now on its sixth delivery year, well past half calendar time in the program’s 1,300 unit accounting block (for the explanation of… Read More
Business case for NMA remains uncertain
Subscription Required Introduction July 17, 2017, © Leeham Co.: We’re half way through 2017. Boeing reported orders through July 11, a week ago. Airbus won’t update its July orders until the end of the month. Through July 11,… Read More