Pontifications: Boeing MAX 10, “797” NMA dominated ISTAT headlines

March 13, 2017, © Leeham Co.: The soft launch of the Boeing 737-10 and the prospective Boeing “797” Middle of the Market aircraft easily were the headline news items to come out of the annual ISTAT conference in… Read More

NMA “important step” for Boeing, says leading lessor

March 9, 2017, © Leeham Co.: Proceeding with a New Mid-range Airplane (NMA) is “an important step for Boeing,” says the CEO of one of the world’s preeminent leasing companies. On the other hand, Airbus probably is covered… Read More

Deferrals at historic low, say Boeing CEO

Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More

Filling the Middle Of the Market gap

By Bjorn Fehrm January 17, 2017, ©. Leeham Co: Airbus and Boeing had completely different views about the product strategy for the “Middle of the Market” sector (MOM), both for today and the future. Officials presented their views on… Read More

Top 10 Leeham News stories of 2016

 Dec. 15, 2016, © Leeham Co.: The story about a Boeing official who asserted that the Airbus widebody strategy is a “mess” proved to be LNC’s most read story of 2016. Our second most-read story is why the… Read More

Airbus, Boeing agree on NMA–for now

Oct. 12, 2016, © Leeham Co.: It’s rare when Airbus and Boeing agree on product strategy, but officials of the two companies seemed in almost perfect alignment in separate interviews by LNC last week. Barry Eccleston, president of… Read More

Boeing CEO reiterates production targets

Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More

Pontifications: A321LR actions put pressure on Boeing to launch 737-10

Aug. 1, 2016, © Leeham Co.: The order last week by JetBlue for 15 Airbus A321neos, with the option to convert these to A321LRs for potential trans-Atlantic service, comes within two weeks of Norwegian Air Shuttle converting orders… Read More

Weekly analyst synopsis: Farnborough recap

July 20, 2016: Aerospace analysts had somewhat different takes on the commercial aviation portion of the Farnborough Air Show. This week’s analyst synopsis includes some of the analyst reports. Between now and the end of the month, earnings… Read More

Farnborough redefines the MOM sector

July 19, 2016, © Leeham Co.: If anything came out of the otherwise dull Farnborough Air Show, it was that the Middle of the Market airplane debate is as muddled as ever. Boeing didn’t launch, or even say… Read More