Comparing 777 Classic, 787 Book:Bill in recent years

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Deferrals grow as airlines fight to keep bottom line

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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

Alcoa looks for weaker 2017: Weekly analyst synopsis

Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More

Pontifications: Reorganization at Airbus

  Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More

Weekly Analyst Synopsis: Rolls, Boeing and leasing companies

Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.

Weekly analyst report: Boeing’s price freeze

Aug. 31, 2016: The dog days of August continue, with limited news and research notes from the Wall Street aerospace analysts. A few items of note from the past week: Boeing’s price list freeze for its 7-Series airplanes… Read More

Weekly analyst report: Hold on Bombardier

Aug. 17, 2016: Bombardier’s first-half orders from Air Canada and Delta Air Lines for the C Series helped, but didn’t eliminate skeptics. Canadian securities firm GMP issued a note Aug. 5 (though we received it only Aug. 12)… Read More

Weekly analyst synopsis: Farnborough recap

July 20, 2016: Aerospace analysts had somewhat different takes on the commercial aviation portion of the Farnborough Air Show. This week’s analyst synopsis includes some of the analyst reports. Between now and the end of the month, earnings… Read More

Southwest’s MAX deferral

Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… Read More