Analysts opine on Airbus, Boeing, Iran and Brexit

June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More

Pontifications: Time to calm down from last week’s news cycle

June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More

How good is a MAX 7X and why would it replace the original? Part 3

By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co: In Part 1 and Part 2 of the article series we have described the rational for Boeing to change the definition of the 737-7 MAX into something that has… Read More

How good is a MAX 7X and why would it replace the original? Part 2

By Bjorn Fehrm Subscription required Introduction May 16, 2016, ©. Leeham Co:In Part 1 we described the driving forces behind Boeing’s investigations into changing the definition of the 737 MAX 7. There are good reasons to make the… Read More

How good is a MAX 7X and why would it replace the original?

By Bjorn Fehrm Subscription required Introduction May 9, 2016, © Leeham Co: Boeing is considering changing the 737 MAX 7 in a rather drastic way. The present model would be hitting the market as the last of the… 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

Virgin America does have some attractive attributes

March 29, 2016, © Leeham Co.: A report that JetBlue and Alaska Airlines submitted bids to buy Virgin America spurs the thought: this isn’t as wacky as it appears on the surface. When news emerged last week that… Read More

In strategy shift, Boeing backs 7 MAX: sources

Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… 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

737 MAX to roll out to Boeing product strategy challenges

Subscription Required Introduction The Boeing 737-8 rolls out tomorrow to challenges to Boeing’s product strategy. Image via Google images. Dec. 7, 2015, © Leeham Co: Boeing rolls out its first 737 MAX tomorrow to no press fanfare. Today… Read More