Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
Airbus, Boeing production gaps for the A330, 777
Airbus last week announced it will reduce production on the A330ceo from 10 per month to nine per month, beginning in 4Q2015. We predicted in 1Q2014 that the rate would have to come down, due to the sharp… Read More
Buckingham lowers Boeing to Underperform (sell), others increasingly bearish
Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More
Analysts split on Boeing 2Q earnings
Aerospace analysts split in their reaction to Boeing’s second quarter earnings. Many were upbeat on the commercial aircraft results, while others didn’t like the higher-than-expected, continued deferred expenses for the 787 program and a big charge on the… Read More
FAA grounds 787; first since DC-10
The US Federal Aviation Administration grounded all US-registered Boeing 787. There are only six–all operated by United Airlines–but equivalent regulators typically follow the lead, though they don’t have to. This is the first ground of a US-made commercial… Read More
Key supplier says engine makers unsure of Boeing ramp up plans
A key supplier says engine makers aren’t as positive about plans by Boeing to ramp up production. Allegheny Technologies hosted an investors’ day last month. In a note issued September 14 by Buckingham Research Group, BRG wites: ATI… Read More
Spirit, Airbus and Boeing: take-aways from analyst day
Spirit Aerosystems held an aerospace analyst day March 7 and several reports have already been issued. Given Spirit’s close association with Boeing 7-Series programs, we thought the following is useful information. Spirit is also a major supplier to… Read More
Boeing’s clarity provided at BCC meeting
Update, May 11: UBS had Boeing’s Mike Bair, the head of the 737 future program, for presentations yesterday and issued its report. Much of the UBS report is similar to the Credit Suisse and Buckingham information captured below;… Read More
Boeing shelved 737RE–new airplane appears to be shelved for now, too
It’s stunning news: Boeing may be shelving, at least for now, the prospect of a new airplane widely anticipated to be announced at the Paris Air Show. Boeing previously shelved the prospective 737RE (Re-Engine). Buckingham Research, a boutique… Read More
Boeing to use 10 787s for tests
Update, Sept. 2: Boeing retracts its information to Buckingham. Buckingham just put out a follow-up note to its one issued yesterday, cited below. Interesting to say the least: BA is using 2, not 4 additional aircraft for 787… Read More
New, 6-12 month delay forecast for 747-8
Buckingham Research forecasts a new delay in first delivery of the Boeing 747-8 of 6-12 months. Boeing has indicated first delivery was likely to slip into 2011, but hasn’t announced the move yet. Boeing said design issues were… Read More