Engine makers “inside the tent” on Boeing NMA, but airframer still ponders provider

March 5, 2018, © Leeham Co.: The three engine makers, CFM/GE, Pratt & Whitney and Rolls-Royce, are the only suppliers that have been brought “inside the tent” by Boeing for the New Midrange Aircraft, a company executive said… Read More

NMA demand skeptics aren’t thinking outside the box, Boeing exec says

Feb. 13, 2018, © Leeham Co.: Skeptics who question Boeing’s market demand forecast of 4,000 airplanes for the New Midrange Aircraft aren’t thinking “outside the box,” says Randy Tinseth, VP Marketing. Tinseth heads up the team that prepares… Read More

If Boeing builds MAX 10, will customers come?

Subscription Required Introduction March 7, 2017, © Leeham Co.: If Boeing builds the 737-10, which appears increasingly likely, will customers come? This is always the multi-billion-dollar question for any aircraft and engine manufacturer. For Boeing, launching the 737-10… Read More

Pontifications: Boeing’s long-term message doesn’t resonate

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

Analyst puts Sell on Boeing stock in unusally bearish report

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

Pontifications: Airbus faces conundrum

July 18, 2016, © Leeham Co.: It wasn’t the dominating headline out of the Farnborough Air Show that Airbus would have preferred: a dramatic production rate cut for the slow-selling A380 from 20/yr to 12/yr from 2018. A… Read More

737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough

April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More

ISTAT Day 2: MOM business case remains a challenge

March 1, 2016, (c) Leeham Co.: The manufacturers and their customers remain unclear about the need and design of the so-called Middle of the Market aircraft, their representatives said at the ISTAT AGM today in Phoenix. The business… Read More

ISTAT Day 1: Boeing developmental airplanes progressing

Feb. 29, 2016 (c) Leeham Co.: The Boeing 737 MAX rolled out on time, the 787-10 is in production and the 777-9 is in firm configuration, says Randy Tinseth, VP-Marketing for Boeing Commercial Airplanes. We’re at the 2016 ISTAT… Read More