Leeham News and Analysis
There's more to real news than a news release.
Boeing looks to produce about 220 MAXes in 2020
By Scott Hamilton Jan. 30, 2020, © Leeham News: Boeing appears preparing to produce around 220 737 MAXes this year. Spirit AeroSystems announced this morning that it reached agreement with Boeing to supply 220 fuselages in 2020. The… Read More
Boeing tells union: MAX production halt “weeks;” others see months
Subscription Required By Scott Hamilton and Byran Corliss Introduction Dec. 23, 2019, © Leeham News: The Boeing 737 MAX production shut down will be measured in “weeks,” Boeing told one of its unions. But “weeks” is a highly … Read More
Unfinished 737s have peaked, Boeing tells analysts
Sept. 6, 2018, © Leeham News: Boeing officials say the parked inventory of 737s has peaked at around 50 aircraft and should come down slowly as traveled work is performed. Officials made the comments yesterday at its annual… Read More
Boeing confident of 737 recovery by year-end; some analysts express doubt
Sept. 6, 2018, © Leeham News: As incomplete Boeing 737s fill the ramps, taxiways and other available space at Renton Airport and Boeing Field, company officials sought to assure aerospace analysts there is a recovery plan that will… Read More
Some suppliers consider sitting out Boeing’s NMA program
By Dan Catchpole August 15, 2018, © Leeham News: If Boeing launches its New Midsize Airplane (NMA or 797), it is expected to use the cleansheet program to force new contract terms on suppliers. And that has some… Read More
Supply chain stress, number of variants challenge 737 production rate hike
March 27, 2018, © Leeham News: Current production rates and complexity in the transition between the Boeing 737 NG and 737 MAX is straining the supply chain feeding Spirit Aerosystems, its CEO told a JP Morgan conference March… Read More
Airbus looks to increase, US, Canada spending
Subscription Required Introduction Aug. 21, 2017, © Leeham Co.: Airbus continues its drive to purchase goods from suppliers outside Europe, encouraging development of an aerospace cluster around its new Mobile (AL) plant. Washington State, the home to arch-rival… Read More
Pontifications: More job cuts coming at Airbus, Boeing
Dec. 12, 2016, © Leeham Co.: Airbus and Boeing continue to cut costs with internal reorganizations. These are needed efforts. And they trickle down to the supply chain. The new CEO at Boeing Commercial Airplanes, Kevin McAllister, is… Read More
Boeing stock sell-off on United news appears misplaced
Nov. 16, 2016, © Leeham Co.: The market sell off yesterday of Boeing stock appeared on the surface to be a reaction to the news that United Airlines is deferring 61 737-700s and switching these to four larger… Read More