Countdown to Boeing’s decision on NMA, Part 2

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NMA must stand on its own business case

Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More

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

Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… Read More

Boeing to decide this year 787 production rate of 14/mo

Jan. 25, 2017: Boeing today reported slightly lower revenues for 2016 vs. 2015. Revenues were down 2% to $94.6bn vs $96.1bn. Net profit was down 5% year-over-year, reflecting the lower revenues and after charges on the KC-46A tanker… Read More

Boeing beats estimates on one-time gains

Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More

Pontifications: Getting there from here on Boeing’s deferred production costs

Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More

Pontifications: Mitsubishi ramping up flight testing for MRJ

Aug. 15, 2016, © Leeham Co.: Mitsubishi Aircraft Corp. (MAC) is about to dramatically ramp up its flight testing of the MRJ-90. Media has been alerted to an all-day event next month, complete with a tour of the… Read More

Boeing lays ground to cut 777 rates again

Aug. 11, 2016, © Leeham Co.: Boeing is laying the groundwork to further reduce the production rate on the 777 Classic and scrap a planned rate increase for the 787 from 12 to 14/mo. Greg Smith, CFO of… Read More

Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More