Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How Trump tariffs affected, and could affect, Airbus, Boeing and Embraer December 6, 2024
- Start-up hybrid plane OEM MAEVE teams with MHIRJ for sales, more December 5, 2024
- Production increase delays hurt Airbus costs December 2, 2024
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
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
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
