Leeham News and Analysis
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Leeham News and Analysis
- Production increase delays hurt Airbus costs December 2, 2024
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
- Engineering, Innovation is our DNA: Embraer November 25, 2024
- No changes to US labor Scope Clauses for indefinite future, says Embraer November 22, 2024
Pontifications: Boeing spending millions to retain engineers
May 16, 2022, © Leeham News: Boeing is spending millions of dollars to retain engineers represented by the union, SPEEA. It’s a reversal of efforts to trim SPEEA ranks through early buyouts and outsourcing and to address an… Read More
Embraer shows some improvement YOY
April 29, 2021, © Leeham News: Embraer posted improvement in some of its year-over-year financial results today. Revenue for the first quarter was up 27.3%, from $633.9m to $807.3m. The 1Q20 period was largely unaffected by the global… Read More
“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO
By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More
HOTR: Boeing could further cut 787 production rate—JP Morgan
By the Leeham News Staff Jan. 20, 2021, © Leeham News: There is risk of another production rate cut for the 787, JP Morgan wrote in a Jan. 12 note. Boeing already is reducing the rate to 5/mo… Read More
Asian airline shift portends big ramifications
Subscription Required Introduction April 17, 2017, © Leeham Co.: A shift is underway among Asian airlines that could have ramifications for the airframe and engine manufacturers and, by extension, their suppliers. It doesn’t appear, however, that aerospace analysts… 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
Comparing 777 Classic, 787 Book:Bill in recent years
Subscription required. Introduction Jan. 11, 2017, (c) Leeham Co.: Future production rates of the Boeing 787 is a concern for LNC, which has been explained in detail here. A little history provides some context. Figure 1. Analysis from March… Read More
Boeing cuts 777 production rate again
Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More
Deferrals grow as airlines fight to keep bottom line
Subscription Required Introduction Jan. 09, 2017, © Leeham Co.: Airlines have deferred or are thinking about deferring more than 400 airplanes in the near term, a review of decisions and deliberations that have been made during the last… Read More
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Posted on January 9, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Pratt & Whitney, Premium, Qatar Airways, Rolls-Royce
777 Classic, 787, A380, Airbus, airlines, Boeing, Bombardier, Emirates Airlines, Goldman Sachs, Qatar Airways