Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing IAM vote in 2 days; approval a hard sell September 10, 2024
- Union scourge Frank Lorenzo at last tells his story in “Flying for Peanuts” September 10, 2024
- Slow production ramp up, international sanctions slow C919 progress September 9, 2024
- Boeing, IAM reach tentative agreement on new contract September 8, 2024
- Bjorn’s Corner: New engine development. Part 23. Development risks. September 6, 2024
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
UBS estimates MAX break-even at 200
UBS Securities issued this note today: Boeing is accounting for its 737 NG (Next Generation) program over a large number of aircraft with roughly 2,200 remaining in its block as of Q1, reflecting production into 2016 at planned… Read More
Odds and Ends: Price vs Price in Indian contest; China theat; 787 financial impact on Boeing
Price vs Price: More on the price war between Airbus and Boeing in the A320 v 737 contest. Dominic Gates of The Seattle Times has this analysis of hot contest to win an order from India’s Jet Airways,… Read More
Boeing 787s require 13 months of rework, concludes UBS
UBS Securities, in a research note issued today, estimates that the Boeing 787s delivered so far spent an average of 13 months getting rework done, with three delivered in April reduced to 9-12 months. Writes UBS: On average,… Read More
Odds and Ends: 787 ramp up, ISTAT, Airbus, the price of oil in 1968
787 Ramp-Up: UBS Securities issued a research note Monday in which it reports that the 787 rate ramp-up to 10 per month–a goal Boeing’s to be by the end of 2013–has slipped to the first quarter of 2014…. Read More
Filling the gap until re-engine
Reuters has this interesting story from Airbus and a focus on selling the A320ceo (Current Engine Option) to fill in production slots in 2015-17 (2013-14 slots are sold out) while waiting for the A320neo (New Engine Option) production… Read More
UBS: Boeing too aggressive in 787 ramp-up plans
UBS Securities issued a note today that says Boeing is too aggressive in its production ramp-up plans for the 787. A synopsis: * 787 learning curve appears more aggressive than 777: BA’s assumed learning curve is a key… Read More
787, A350 “way over-ordered,” says UBS
In an analysis that might create heartburn for any number of people at any number of levels, David Strauss and his aerospace team at UBS Securities issued a report Tuesday (April 27) that concludes the next-generation of airplanes–the… Read More