Airbus poised to out-deliver Boeing in 2019

Subscription Required LNC’s Corporate and Enterprise subscribers received this Jan. 3. Jan. 8, 2019, © Leeham News: Airbus is positioned to out-deliver Boeing this year, boosted by the addition of the Bombardier CSeries acquisition last year. LNC projects… 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

Boeing moves EIS target for NMA to 2027: sources

Subscription Required Introduction Dec. 4, 2017, © Leeham Co.: Officially, Boeing says the New Midmarket Aircraft (NMA, or 797) entry-into-service will be around 2024-25 if the program is launched. LNC has learned the target date now being discussed… Read More

Challenges facing Boeing in 767-300ER passenger restart

Subscription Required Now open to all readers. Introduction Nov. 13, 2017, © Leeham Co.: The clock is ticking toward the end of the year for Boeing to decide whether to restart the 767-300ER passenger line. Officials want to… Read More