Boeing accurate on pax forecast, missed cargo by 22%: Wells Fargo

July 26, 2016: Boeing’s 1996 20-year Current Market Outlook was an accurate forecast for passenger airplanes but overstated demand for freighters, a new analysis by Wells Fargo Securities indicates. Aerospace analyst Sam Pearlstein took issue with “skeptics” (notably,… Read More

Alcoa lowers guidance, cites slowing jet sales, production ramp up

April 13, 2016, © Leeham Co.: Alcoa, a major supplier to Airbus and Boeing, lowered its 2016 guidance on anticipated lower demand for aluminum on lower orders for legacy commercial airliners and a slower than expected transition to… Read More

Boeing earnings call: will Muilenburg be more forthcoming than McNerney?

See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More

Challenges working against 777 Classic production goal

The full article requires a Paid Subscription and LogIn. If you are are Paid Subscriber, please Log In with your User Name and ID. If you wish to become a Paid Subscriber, please go to our Sign-Up page.

777 production rate cut likely: Wells Fargo

Sam Pearlstein, the aerospace analyst at Wells Fargo, predicted a production rate cut today in a research note for the Boeing 777. An announcement could come as early as this year, he writes. Pearlstein, one of our favorite… Read More