Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 5. Turbofan design problems April 26, 2024
- Airbus 1Q2024 results: Airbus CEO: “A350 in-service experience drives positive reputation and orders” April 25, 2024
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
Odds and Ends: ANA resumes 787 pilot training; Cash impact on 787; UAL, DAL miss profits; Mile High Club
ANA pilot training: ANA, the carrier with the largest fleet of Boeing 787s, has resumed pilot training for the aircraft, says Reuters. The article has a fair amount of detail about progress in the effort to return the… Read More
787 to cost Boeing $6bn in cash-UBS; more on lithium-ion batteries
Update, 7:30am PST: Headline: DJ Boeing 787 Probe Results ‘Probably Weeks Away’ -NTSB Chief We’re trying to track this down, which we received in an email. (We don’t get Dow Jones.) This seems to us like good news–“weeks”… Read More
Boeing’s 3Q strong; initial analyst takes; transcript link
Boeing announced strong results for 3Q2012. The press release may be found here.The transcript from the earnings call is here. The initial analyst take is below. Note the pension comments in JP Morgan; this helps explain why Boeing… Read More
Boeing comments on the 737RE
As the aviation world waits for Boeing to define the 737RE, it might be worth taking a close look at the July 27 earnings call discussion relating to the airplane, apart from the topic of where the aircraft… Read More
UBS predicts 30%-40% 737 rates cuts
UBS Securities today (April 13) predicted Boeing will have to cut rates on the 737 line by 30%-40%, forecasting an announcement later this year. This is more agressive than the 30%-35% suggested in January by ILFC CEO Steven… Read More