Leeham News and Analysis
There's more to real news than a news release.
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More
Albaugh announces more than 600 commitments for 737 MAX
At an appearance with Goldman Sachs today, Jim Albaugh, CEO of Boeing Commercial Airplanes, announced there are now more than 600 commitments for the 737 MAX. Announced what we reported weeks ago: Boeing selected 68 inch fan for… Read More
PW gains major wins in Rolls-Royce deals
Here are some additional thoughts about the Rolls-Royce/Pratt & Whitney deal announced yesterday. PW is a real winner in this set of transactions. Buying RR out of the International Aero Engines partnership gives PW far more latitude in… Read More
Airbus takes on MAX and says best Boeing can get is 8%
Note: Plane Talking has this detailed story about NEO v MAX. Over at AirInsight, we have published a long, long piece (some 3,500 words) stemming from a briefing we had at ISTAT Europe in Barcelona about the A320neo… Read More
Boeing at APEX, Pratt & Whitney’s dilemma
Over at our affiliate, AirInsight, there is a 27 minute video of Randy Tinseth, VP of Marketing at Boeing, making a presentation and our think piece about Pratt & Whitney’s dilemma following the launch of the Boeing 737… Read More
737RE up at Boeing Board today
Update, 930am: The Daily Express of L0ndon (of all places) reported yesterday BCA got the approval Friday for the 737RE and that the announcement is to come today. Thanks to Heidi Wood of Morgan Stanley for this one…. Read More
Odds and Ends at the Paris Air Show, Day 3
Odds and Ends at the Paris Air Show, Day 3 John Leahy, COO-Customers for Airbus, says that after CFM re-jigged the LEAP engine with a larger fan and the seventh LPT stage, has brought the engine to parity… Read More