Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… 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
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
Why Boeing won’t take a charge on 787s
Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More
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Posted on April 11, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries, Pacific Northwest Aerospace Alliance, Premium
747-8, 787, A330ceo, A330neo, A350-900, Airbus, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Jim McNerney, KC-46A, Pacific Northwest Aerospace Alliance, Ray Conner, Richard Aboulafia, Rob Spingarn, Ron Epstein, Teal Group, The Seattle Times
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
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Posted on April 4, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 737-7, 737-9, 777X, A320NEO, A321NEO, A350, Airbus, Boeing, Dennis Muilenburg, Greg Smith, Jon Ostrower, Ray Conner
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
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Posted on April 4, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, IAM 751, International Association of Machinists, Pontifications
737-9, 747-8, 757, 777 Classic, 777X, 787, A321NEO, A380, A400M, Airbus, Boeing, Flight International, KC-46A, Lion Air, Puget Sound Business Journal, Randy Tinseth, Ray Conner, Richard Aboulafia, Seattle Times, Steve Trimble, Steve Wilhelm, Teal Group
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
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Posted on March 31, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing
737, 737 MAX, 777, 787, A320, Airbus, Boeing, Dennis Muilenburg, KC-46A, Ray Conner
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
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Posted on January 21, 2016 by Scott Hamilton
Boeing
747-8F, 747-8I, Boeing, Ray Conner
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
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Posted on September 28, 2015 by Scott Hamilton
Airbus, Boeing, China, IAM 751, International Aero Engines
737NG, 747-8, 787, A320, A330, Airbus, Boeing, IAM 751, International Association of Machinists, Jim McNerney, Ray Conner, Torey Composites America
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.
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Posted on May 12, 2015 by Scott Hamilton
Boeing
747-8, 777, 777X, Boeing, Boeing investors day, Buckingham Research, Canaccord, Credit Suisse, Goldman Sachs, Ray Conner, UBS, Wells Fargo
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
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Posted on December 14, 2014 by Scott Hamilton
Airbus, Airlines, Boeing, Emirates Airlines, Premium
747-8, 777 Classic, 777-9, A320, A330ceo, A330neo, A350, A380, Airbus, Boeing, Emirates Airlines, Fabrice Bregier, Harald Wilhelm, Ray Conner, Tim Clark
Farnborough Air Show, July 14: Orders Summary
Here are orders that were announced on the first official day of the Farnborough Air Show (at least the ones we’ve seen from Seattle–feel free to add to the list if we’ve missed any): Airbus: from Air Lease… Read More
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Posted on July 14, 2014 by Scott Hamilton
Airbus, American Airlines, ATR, Boeing, Bombardier, CFM, CSeries, Embraer, GE Aviation, Mitsubishi, Pratt & Whitney
A330ceo, A330ne, Airbus, ATR, Boeing, Bombardier, CFM, Embraer, Farnborough Air Show, GTF, John Leahy, LEAP-1A, Mitsubishi, Pratt & Whitney, Pratt & Whitney GTF, Ray Conner
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