Boeing’s growing 777X challenge

Boeing 3Q earnings call Oct. 24, 10:30am EDT. Oct. 23, 2018, © Leeham News: Boeing has been confident it has bottomed out the production rate of the 777 line, successfully bridging between the Classic and the X models…. Read More

Pontifications: Market Intelligence from NY

Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More

777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king

Subscription Required Introduction Aug. 6, 2018, © Leeham News: The surge of orders at the Farnborough Air Show for Boeing 777 and 747-8 freighters is welcome news for Boeing, which still had production gaps to bridge between the… Read More

VLA era is over; are 777X, A350-1000 too large?

Subscription Required Introduction June 18, 2018, © Leeham News: The era of the Very Large Aircraft appears over. The Boeing 747 passenger airliner, while nominally still offered for sale, is in reality dead. The Airbus A380 limps along… Read More

Wide-body production rates show mix of strength, weakness

Subscription Required Introduction May 14, 2018, © Leeham News: Wide-body production rates by Airbus and Boeing are expected to go up modestly during the next three year, with a jump in 2022—if Boeing 777X production rates head for… Read More

India’s airlines order huge numbers of airplanes

April 5, 2018, © Leeham News: India is one of the fastest-growing aviation markets in the world, with airlines there ordering a massive number of airplanes for their size. Jet Airways announced a firm order for 75 Boeing… Read More

Used A330-200s could be interim solution to NMA

Subscription Required Introduction Dec. 11, 2017, © Leeham Co.: Boeing is considering restarting the 767-300ER passenger line as an interim aircraft to the New Midmarket Airplane. Airbus is pushing the A330-800 or, alternative, new A330-200s are its solution… Read More

American hopeful Trump Administration will take on Mid-East 3 airlines

Subscription Required Introduction Oct. 2, 2017, © Leeham Co., Grapevine (TX): American Airlines officials dodged commenting about the specifics of the Boeing-Bombardier trade dispute when asked about it at the investors/media day last week in this Dallas suburb…. Read More

VLA sector dead, Boeing claims, but Large Wide Body also struggles

Subscription Required Introduction Sept. 26, 2017, © Leeham Co.: Boeing declared the Very Large Aircraft sector dead in its most recent Current Market Outlook, removing the category entirely when the 2017 CMO was revealed at the Paris Air… Read More

Assessing the 25 YOA aircraft factor

Subscription Required Introduction Click on image to enlarge. Sept. 21, 2017 © Leeham Co.: Airbus and Boeing look ahead to 2021 and the next several years when wide-body aircraft begin turning 25 years old to spur orders for… Read More