Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
Skeptics about Boeing’s 737 production rate
By Scott Hamilton Feb. 5, 2024, © Leeham News: The Federal Aviation Administration froze Boeing’s production rate of the 737 MAX at its current level. But just what is this rate? Boeing says it’s 38 airplane per month…. Read More
HOTR: Don’t get over-optimistic on COVID-19 vaccine news
By the Leeham News team Nov. 10, 2020, © Leeham News: Pfizer yesterday announced it’s on track to produce a COVID-19 vaccine that appears to be 90% effective in trials. The company is one of the world’s leading… Read More
Pontifications: Boeing’s latest forecast raises more doubt than hope
Oct. 12, 2020, © Leeham News: Every year, like clockwork, when Boeing publishes its 20-year Current Market Outlook, there is always another upward revision in forecast demand for new aircraft. So, when the Chicago-based OEM admits that demand… Read More
HOTR: Boeing bear case: $73bn revenue drop 2020-2025
By the Leeham News Staff Sept. 9, 2020, © Leeham News: Morgan Stanley has a new aerospace analyst, Kristine Liwag, who initiated coverage on a half dozen companies over two days last week. Among them, of course, was… Read More
Analysts react to Boeing’s 2Q charge, cost and RTS announcement
July 19, 2019, © Leeham News: Boeing yesterday announced a $4.9bn charge connected to customer compensation for the 737 MAX grounding. It also announced a $1.7bn additional cost associated with the accounting block and forecast a 4q2019 return… Read More
Pontifications: Time for Odds and Ends
Sept. 24, 2018, © Leeham News: This week we catch up on Odds and Ends. Boeing catching up on 737 Boeing has reversed the number of 737s piling up at Renton Airport and Boeing Field and is starting… Read More
Assessing the 787 production rate increase
Subscription Required Introduction Sept. 18, 2017, © Leeham Co.: Boeing last week announced it will take the production rate of the 787 from 12/mo to 14/mo in 2019. Boeing 787-9. Source: Boeing. The decision to do so was… Read More
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More
Boeing cuts 777 production rate again
Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More
Weekly Analyst Synopsis: Rolls, Boeing and leasing companies
Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.