Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More
737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market
Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
Pontifications: Airbus, Boeing, Bombardier and export credit support
April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More
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Posted on April 18, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, ExIm Bank, Pontifications
737-7, 737-700, A319, Airbus, Boeing, Bombardier, C Series, Charlie Brown, CS300, Dennis Muilenburg, ExIm
Why Boeing won’t take a charge on 787s
Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More
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Posted on April 11, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries, Pacific Northwest Aerospace Alliance, Premium
747-8, 787, A330ceo, A330neo, A350-900, Airbus, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Jim McNerney, KC-46A, Pacific Northwest Aerospace Alliance, Ray Conner, Richard Aboulafia, Rob Spingarn, Ron Epstein, Teal Group, The Seattle Times
Boeing has lost neo/MAX battle; time to refocus goals
Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… Read More
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Posted on April 4, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 737-7, 737-9, 777X, A320NEO, A321NEO, A350, Airbus, Boeing, Dennis Muilenburg, Greg Smith, Jon Ostrower, Ray Conner
Airbus only one reason for Boeing cost-cutting
The bigger danger at Boeing is not Airbus pricing, but the potential for up to 15,000 early retirements this year by engineers, technicians and touch-labor. See Scott Hamilton’s column at Forbes online. Job cuts drive margin at Boeing, analyst… Read More
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Posted on March 31, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing
737, 737 MAX, 777, 787, A320, Airbus, Boeing, Dennis Muilenburg, KC-46A, Ray Conner
Pontifications: Why the 787-8 is no longer favored by Boeing
March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More
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Posted on March 21, 2016 by Scott Hamilton
Airbus, Boeing, Douglas Aircraft Co, Pontifications
747SP, 767-200ER, 767-300ER, 767-400, 777-8, 777-9, 777X, 787-10, 787-8, 787-9, A330-200, A330-300, A330-800, A330-900, A330ceo, A330neo, A350-1000, A380, Airbus, Boeing, DC-8-62, Dennis Muilenburg
Pontifications: Boeing sued over program accounting
Feb. 29, 2016, (c) Leeham Co.: It was inevitable: a class action lawsuit was filed last week against The Boeing Co., its top officers and directors over the investigation by the US Securities and Exchange Commission of the company’s… Read More
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Posted on February 29, 2016 by Scott Hamilton
Airbus, Boeing
747-8, 787, A380, Airbus, Boeing, Dennis Muilenburg, Jim McNerney, program accounting, SEC
Transition from McNerney to Muilenburg complete
Feb. 22, 2016, (c) Leeham Co.: The transition from the controversial and divisive Jim McNerney to the leadership of Dennis Muilenburg at The Boeing Co. is now complete. Boeing announced today that McNerney stepped down as chairman and… Read More
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Posted on February 22, 2016 by Scott Hamilton
Boeing, IAM 751, International Association of Machinists
Boeing, Dennis Muilenburg, Harry Stonecipher, Jim McNerney, Middle of the Market aircraft, MOM, Phil Condit
Boeing CEO sees strong fundamentals
Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More
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Posted on February 17, 2016 by Scott Hamilton
Airbus, Airlines, Boeing
737 MAX, 737NG, 777 Classic, 777X, 787, A321NEO, Airbus, Barclays, Boeing, Dennis Muilenburg, US Securities and Exchange Commission
Dissecting Boeing cost-cutting
Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More
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Posted on February 11, 2016 by Scott Hamilton
Airbus, Boeing, IAM 751, Leeham News and Comment, Premium, SPEEA
737-10, 757, 777X, A330, Airbus, Boeing, Dennis Muilenburg, IAM 751, Jim McNerney, KC-46A, Ray Conner. 787, SPEEA, Wall Street Journal
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