Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Look at entire portfolio when investing in sub-types, Airbus and Boeing say January 23, 2019
- Rolls-Royces sees NMA “addressable” market as 4,000-5,000, same as Boeing January 22, 2019
- Rolls sees end of Trent 1000 issues, but a spike in 787 AOG possible January 22, 2019
- Additive manufacturing explained January 22, 2019
- Leeham News and Comment is now Leeham News and Analysis January 21, 2019
2019 Outlook: Boeing’s decision on NMA is the headline to watch
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Tanker wars may be back
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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
Pontifications: Honoring John McCain
May 28, 2018, © Leeham News: Today is Memorial Day in the USA, the holiday which honors US Armed Forces who died in active military service. It seems fitting today to think about US Sen. John McCain (R-AZ),… Read More
Boeing moves EIS target for NMA to 2027: sources
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Challenges facing Boeing in 767-300ER passenger restart
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