Pontifications: Boeing’s sense of invincibility

Sept. 11, 2017, © Leeham Co.: I can’t help but get the feeling that Boeing feels it’s invincible these days. And why not? Boeing racked up some impressive victories and took some hardline positions in recent months that… Read More

Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?

Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More

Bjorn’s Corner: LED runway lighting causes problems

August 19, 2016, ©. Leeham Co: I described in my Corner from 5th of August how a forward looking IR camera could add Enhanced Vision capabilities to a pilot’s tools for safe landings. The camera can pick up the… Read More

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Rockwell Collins sector sales below expectations because Boeing 787 doing so well

June 28, 2015: Rockwell Collins, a major supplier of aircraft systems, said in its FY3Q2015 earnings call Friday that aftermarket parts and provisioning sales were below expectations in part because the Boeing 787 and the Rockwell parts are… Read More

Boeing 737 MAX update

Update: Aviation Week has this piece that has some good close-ups of artwork. Boeing held a tele-conference updating the 737 MAX program. Beverly Wyse, VP and GM of the 737 Program are Michael Teal gave the briefing. Beverly… Read More