Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
JP Morgan aerospace analyst Joe Nadol dies in train-car collision
It is shocking and very sad news that the aerospace analyst for JP Morgan, Joe Nadol, died in that horrific Metro North-SUV crash Tuesday north of New York City. I knew Joe professionally, though casually, and regarded him… Read More
Boeing’s Ray Conner speaks to JP Morgan conference
Ray Conner, CEO of Boeing Commercial Airplanes, appeared today at the JP Morgan aerospace conference. Here is a running synopsis: Ray Conner (RC) Joe Nadol (JN) of JP Morgan: RC: It’s important to recognize that batteries are not… Read More
Boeing’s 3Q strong; initial analyst takes; transcript link
Boeing announced strong results for 3Q2012. The press release may be found here.The transcript from the earnings call is here. The initial analyst take is below. Note the pension comments in JP Morgan; this helps explain why Boeing… Read More
Boeing 787s require 13 months of rework, concludes UBS
UBS Securities, in a research note issued today, estimates that the Boeing 787s delivered so far spent an average of 13 months getting rework done, with three delivered in April reduced to 9-12 months. Writes UBS: On average,… Read More
Odds and Ends: More from the Airbus Innovation Days
We have some follow-up to our trip last week to the Airbus Innovation Days: A350 Program: Aviation Week has this article about the A350 program, noting that the A350-800 seems to be suffering from from benign neglect. A350… Read More
Boeing comments on 787 delamination, delivery expectations
Jim Albaugh, CEO of Boeing Commercial Airplanes, today commented on the delamination issues on the 787 and the effect on deliveries and production going forward. He spoke at a JP Morgan conference. there are several stories that can… Read More
Boeing comments on the 737RE
As the aviation world waits for Boeing to define the 737RE, it might be worth taking a close look at the July 27 earnings call discussion relating to the airplane, apart from the topic of where the aircraft… Read More