Leeham News and Analysis
There's more to real news than a news release.
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
Is Norwegian in trouble?
By Bjorn Fehrm July 11, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle (Norwegian) the 8 of February, we pointed out the company’s ambitious fleet expansion plans with a rather weak balance sheet. We followed… Read More
Pontifications: 10 years after the Boeing 787 roll-out
July 10, 2017, © Leeham Co.: Saturday was the 10th anniversary of the roll-out of the Boeing 787. The date was 7/8/07, nicely coincided for the airplane’s name. The event was an extravaganza never seen in commercial aviation,… Read More
A380Plus: First analysis, Part 2
By Bjorn Fehrm Subscription required. July 10, 2017, ©. Leeham Co: We went through the changes that are included in the Airbus A380Plus development study last week. The study packages several improvements to the A380, improving the aerodynamics, increasing… Read More
Qantas’ ultra-long haul dream, Part 3
By Bjorn Fehrm Subscription Required Introduction July 06, 2017, © Leeham Co.: In previous articles we have learned how to fly the challenging route Sydney-London direct. From a well-informed person in Qantas we learned not to fight the… Read More