Leeham News and Comment
Intelligence for the Aviation Industry: Value*Performance*Reliability
Leeham News and Comment
- What has Airbus got in the CSeries? October 18, 2017
- Assessing the Airbus-Bombardier deal October 17, 2017
- Airbus-Bombardier CSeries deal means no tariffs on US-assembled aircraft, says CEO October 16, 2017
- Airbus buys majority stake in CSeries–details to come October 16, 2017
- Trump decertifies Iran nuke deal, throws Airbus, Boeing orders in doubt October 16, 2017
Boeing’s bold ambition
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Assessing the 787 production rate increase
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Boeing assumes 787 rate goes to 14/mo, but still working on it
July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More
Boeing launches 737 MAX 10 with 240 orders/Update with orders
Update: Early order announcements at the end of this post. June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales. More than 10… Read More
Pontifications: 787 production rate remains a question
April 10, 2017, © Leeham Co.: Boeing’s first quarter earnings call is scheduled for April 26, two weeks and two days from today. Officials said on the January earnings call, for year-end 2016, that they will decide this… 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
Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More