Pontifications: Don’t lose sight of the future, says top Boeing exec

Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More

Boeing further trims 787 production; now sees 5/mo in 2021

By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More

Analysts react negatively to Boeing slip of MAX recertification

Jan. 22, 2020, © Leeham News: Boeing’s announcement yesterday that it does not expect recertification of the 737 MAX until mid-year drew generally negative responses from Wall Street aerospace analysts. More charges and costs to Boeing and the… 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

More than 1,000 orders, commitments from Farnborough

July 23, 2018: More than 1,000 new orders and commitments were announced at the Farnborough Air Show last week, a final tally shows. The value was more than $128bn. Credit Suisse issued its post-air show note today with… Read More

China proposes tariffs on Boeing planes, but it’s less than meets the eye

April 4, 2018, © Leeham News: The Trump Administration’s ill-conceived proposed tariffs on aircraft parts made and imported from China prompted what on the surface appears to be a hit back at Boeing,  but which in reality seems… Read More

Airbus won’t hit 1:1 book:bill this year

April 14, 2017: Airbus won’t hit a 1:1 book:bill (sales:deliveries) this year and maybe not for the next few years, it was revealed at the annual general meeting Wednesday. Credit Suisse issued a note late yesterday on a… Read More

Alcoa looks for weaker 2017: Weekly analyst synopsis

Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More

Pontifications: Getting there from here on Boeing’s deferred production costs

Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More

Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More