Feb. 13, 2018, © Leeham Co.: Boeing’s drive to dramatically increase its aftermarket business, competing with suppliers or even controlling the parts needed by airlines for maintenance, repair and overhaul operations have a risk, says an industry consultant…. Read More
Posted on February 13, 2018 by Scott Hamilton
Feb. 12, 2018, © Leeham Co.: The Singapore Air Show last week produced little in the way of new orders from the Big Four airframe OEMs. ATR announced a few deals and Embraer announced a letter of intent… Read More
Posted on February 12, 2018 by Scott Hamilton
Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More
Posted on February 20, 2017 by Scott Hamilton
Feb. 13, 2017, © Leeham Co.: In an extraordinarily bearish research note, boutique Buckingham Research Group (BRG) downgraded Boeing stock to Underperform (Sell) from Neutral (Hold) today. BRG, which agrees with other aerospace analysts that Boeing stock is… Read More
Posted on February 13, 2017 by Scott Hamilton
March 14, 2016, © Leeham Co.: Airbus is presenting a new edginess in the long-running war of words with Boeing, adopting a tactic Boeing has used for years to make its case. The European manufacturer has never been… Read More
Posted on March 14, 2016 by Scott Hamilton
March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More
Posted on March 7, 2016 by Scott Hamilton
Feb. 11, 2016, © Leeham Co. “We bought more than $40bn worth of stuff from suppliers last year. We delivered 762 airplanes last year and we could not have done that without the suppliers. Feb. 11, 2016: Today… Read More
Posted on February 11, 2016 by Scott Hamilton
Feb. 10, 2016: Today is the second of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Feb. 10, 2016: Large commercial aircraft… Read More
Posted on February 10, 2016 by Scott Hamilton
Feb. 9, 2016: Today is the first of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Randy Tinseth, VP-Marketing for Boeing, said… Read More
Posted on February 9, 2016 by Scott Hamilton
Boeing launches PFS 2.0
Update, 0815 PDT July 7: Boeing Corporate Headquarters responded to our questions. The transcript has been added to the article below. July 7, 2016, © Leeham Co.: Boeing’s controversial Partnering for Success (PFS) drew ire from its suppliers… Read More
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Posted on July 7, 2016 by Scott Hamilton
air force tanker, Boeing, Leeham News and Comment, Pacific Northwest Aerospace Alliance, United Technologies
747-8, 787, Boeing, Dave Gitlin, Héroux-Devtek, Jim McNerney, KC-46A, Michel Merluzeau, Pacific Northwest Aerospace Alliance, Partnering for Success, PFS 1.0, PFS 2.0, PNAA, Richard Aboulafia, United Technologies Aerosystems, UTAS