Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained. January 23, 2020
- Leasing industry sees a role in airline sustainability work January 22, 2020
- Analysts react negatively to Boeing slip of MAX recertification January 22, 2020
- Mitsubishi ends 2019 with ~500 commitments for SpaceJet January 22, 2020
- Environment and aviation, a gap between aspirations and reality January 20, 2020
Returning MAX safely to service is Boeing’s “top priority”
June 17, 2019, © Leeham News: Boeing executives focused on its top priority, returning the grounded 737 MAX, safely to service, in its lead off briefing today at the Paris Air Show. Greg Smith, EVP of The Boeing… Read More
MAX impact on Boeing NMA beginning to emerge
Subscription Required Introduction May 2, 2019, © Leeham News: There was indication last week Boeing’s decision on whether to approve the New Midmarket Airplane program will slide. CEO Dennis Muilenburg said on the company’s first quarter earnings call… Read More
Pontifications: I don’t know what to make of this
April 1, 2019, © Leeham News: One can’t help but think, a lot, about the two Boeing 737 MAX crashes and the facts that Boeing created the system, linked it to one sensor, not two, didn’t tell the… Read More
2019 Outlook: Boeing’s decision on NMA is the headline to watch
Subscription Required Introduction Dec. 21, 2018, © Leeham News: It is a stretch to say 2019 is a pivotal year for Boeing. There would have to be events of tsunami proportions to be pivotal for a company with… Read More
Tanker wars may be back
Subscription Required Introduction Dec. 10, 2018, © Leeham News: The tanker wars may be back. Airbus has teamed with Lockheed Martin to offer the Airbus A330-200MRTT to the Pentagon in a for-hire business model. The agreement also provides… Read More
Pontifications: “Enterprise P&L” key to NMA business case
Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More
Pontifications: Boeing wins certification of KC-46A; B-52 MRO model may be key to profits
Sept. 10, 2018, © Leeham News: While Boeing Commercial Aircraft grapples with more than four dozen unfinished 737s clogging the space at Renton Airport and Boeing Field, Boeing Defense had some good news last week: The KC-46A received… Read More
Boeing cash flows generously, KC-46A snarfs up some of it
By Dan Catchpole July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More
Boeing eyes international sales with KC-46A deliveries near
Part 2. LNC visited the Boeing KC-46A Everett Modification Center last month. Part 1 appears here. July 5, 2018, © Leeham News: Boeing’s contract with the US Air Force for three dozen KC-46A tankers is but the tip… Read More