China proposes tariffs on Boeing planes, but it’s less than meets the eye

April 4, 2018, © Leeham News: The Trump Administration’s ill-conceived proposed tariffs on aircraft parts made and imported from China prompted what on the surface appears to be a hit back at Boeing,  but which in reality seems… Read More

Supply chain stress, number of variants challenge 737 production rate hike

March 27, 2018, © Leeham News: Current production rates and complexity in the transition between the Boeing 737 NG and 737 MAX is straining the supply chain feeding Spirit Aerosystems, its CEO told a JP Morgan conference March… Read More

GE/CFM in “lockstep” with Boeing on NMA

March 22, 2018, © Leeham News: GE Aviation/CFM International are in “lockstep” with Boeing for development of an engine for the New Midrange Aircraft (NMA, or 797), the CEO of GE Aviation told a JP Morgan Aviation conference… Read More

Insignificant impact on Boeing from aluminum tariff: JP Morgan

March 2, 2018, © Leeham Co.: President Trump this week announced tariffs of 25% and 10% on steel and aluminum imports, sparking a sharp stock sell-off and provoking fears of a trade war. Ever parochial in its coverage,… Read More

Boeing earnings: strong 3Q, 9 months, first look at Global Services

Oct. 25, 2017: Boeing announced strong earnings for the third quarter and nine months ending Sept. 30, including the first break-out of Boeing Global Services. The press release may be seen here. JP Morgan’s initial take:

Assessing the 787 production rate increase

Subscription Required Introduction Sept. 18, 2017, © Leeham Co.: Boeing last week announced it will take the production rate of the 787 from 12/mo to 14/mo in 2019. Boeing 787-9. Source: Boeing. The decision to do so was… Read More

Boeing earnings preview: doubts about Global Services target

April 25, 2017: Boeing’s first quarter earnings call is tomorrow. Focus is expected to be on its plans for expanding after-market services with its new business unit, Boeing Global Services. Earlier today, LNC posted a Special Report from… 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

Pontifications: No rate increase on Boeing 787 predicted

Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. 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