Leeham News and Analysis
There's more to real news than a news release.
Boeing investors day: Muilenburg: we cannot stand still
May 11, 2016: Boeing is in the strongest position it’s ever been but Boeing cannot stand still, says Dennis Muillenburg, chairman and CEO of The Boeing Co. Customers want high value and low costs. “Our goal is… Read More
Boeing has lost neo/MAX battle; time to refocus goals
Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… 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
Airbus only one reason for Boeing cost-cutting
The bigger danger at Boeing is not Airbus pricing, but the potential for up to 15,000 early retirements this year by engineers, technicians and touch-labor. See Scott Hamilton’s column at Forbes online. Job cuts drive margin at Boeing, analyst… Read More
Boeing cuts 747-8 production rate, takes charge
Jan. 21, 2016, (c) Leeham Co. Boeing today announced it will cut the production rate of the 747-8 from the current 1.3/mo and the previously announced 1/mo to 0.5/mo, effective in September. The previously announced rate reduction is… Read More
Pontifications: Boeing moves in China only the beginning
Sept. 28, 2015, (c) Leeham Co.:The move by Boeing to establish a 737 Completion Center in China is only one step in a series of moves to increase its footprint there. Boeing also said it will join with… Read More
Boeing investors day
May 12, 2015: Boeing held its annual investors day May 12. Note in particular the Buckingham and Wells Fargo commentary on the 777 bridge to 777X.
A look behind the headlines of Airbus’ Investors Forum
Subscription Required Update, 0530 PST Dec. 15: Aviation Week posted an article that indicates Airbus and Rolls-Royce are closing in on an engine deal that will lead to the A380neo and a stretch. Introduction Last week’s Airbus Global… 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
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
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