Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Look at entire portfolio when investing in sub-types, Airbus and Boeing say January 23, 2019
- Rolls-Royces sees NMA “addressable” market as 4,000-5,000, same as Boeing January 22, 2019
- Rolls sees end of Trent 1000 issues, but a spike in 787 AOG possible January 22, 2019
- Additive manufacturing explained January 22, 2019
- Leeham News and Comment is now Leeham News and Analysis January 21, 2019
Countdown to Boeing’s decision on NMA, Part 2
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NMA must stand on its own business case
Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More
Accounting Standards Call Out Airplane Orders with Questionable Credit
By Dan Catchpole Danieljcatchpole[at]gmail[dot]com Nov. 6, 2018, © Leeham News: Like countless other businesses, Boeing this year adopted new accounting standards, known by the acronym ASC 606. The new rules did not significantly affect the company’s balance sheet…. Read More
Suppliers chafe at Boeing’s demand for costly certifications
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777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king
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Boeing cash flows generously, KC-46A snarfs up some of it
By Dan Catchpole July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More
2018 an important year for wide-bodied airplanes
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Boeing’s bold ambition
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Assessing the 787 production rate increase
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