Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- “Hyper focus on reliability and durability out of the gates” September 11, 2024
- A320neo replacements needs to be ~25% more efficient September 11, 2024
- Boeing IAM vote in 2 days; approval a hard sell September 10, 2024
- Union scourge Frank Lorenzo at last tells his story in “Flying for Peanuts” September 10, 2024
- Slow production ramp up, international sanctions slow C919 progress September 9, 2024
Survey split on MAX return to service: December to March
Aug. 7, 2019, © Leeham News: It will take Boeing nearly a year to deliver the stored 737 MAXes if the airplane returns to service in November, according to a new analysis by Bernstein Research. In an Aug…. Read More
Analysts react to Boeing’s 2Q charge, cost and RTS announcement
July 19, 2019, © Leeham News: Boeing yesterday announced a $4.9bn charge connected to customer compensation for the 737 MAX grounding. It also announced a $1.7bn additional cost associated with the accounting block and forecast a 4q2019 return… Read More
Pontifications: Boeing’s long-term message doesn’t resonate
Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More
Pontifications: Boeing’s book:bill shortfall draws market ho-hum
Jan. 9, 2017, © Leeham Co.: Boeing’s falling a little short of a 1:1 book:bill last year was expected and drew a ho-hum from the market. The stock was up fractionally for the rest of the day after… Read More
Weekly analyst update: focus on Boeing, Zodiac and defense stocks
Sept. 21, 2016: Today’s weekly analyst synopsis includes commentary on the US presidential election on defense stocks; some updates about Boeing and its recent appearance before the Morgan Stanley conference; and improvements at Zodiac, which affect Airbus. Analysts… Read More
Weekly analyst report: Boeing’s price freeze
Aug. 31, 2016: The dog days of August continue, with limited news and research notes from the Wall Street aerospace analysts. A few items of note from the past week: Boeing’s price list freeze for its 7-Series airplanes… Read More
Trump or Clinton will be OK for defense industry: Analyst
Aug. 24, 2016: It’s a light week for relevant commentary from the US aerospace analysts. Buckingham Research takes a view on the election of either Trump or Clinton on the defense industry. India’s Jet Airways will defer 10… Read More
Weekly analyst synopsis: Farnborough recap
July 20, 2016: Aerospace analysts had somewhat different takes on the commercial aviation portion of the Farnborough Air Show. This week’s analyst synopsis includes some of the analyst reports. Between now and the end of the month, earnings… Read More
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More