Final flight for first Boeing 727

The first Boeing 727-100, sold to United Airlines (N7001U) made its first flight in 25 years March 2, 2016, from Paine Field in Everett (WA) to Boeing Field in Seattle. The 12 minute flight was also the airplane’s… Read More

ISTAT Day 2: MOM business case remains a challenge

March 1, 2016, (c) Leeham Co.: The manufacturers and their customers remain unclear about the need and design of the so-called Middle of the Market aircraft, their representatives said at the ISTAT AGM today in Phoenix. The business… Read More

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

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

Boeing 777 Classic production gap closing

See Scott Hamilton’s new Forbes on-line column, It’s time for hard questions for Boeing. Subscription Required Introduction Jan. 26, 2016, © Leeham Co. Boeing needs to sell more than 200 777 Classics, all with delivery dates through 2021,… Read More

Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

Bjorn’s Corner: The coin has two sides

22 January 2016, ©. Leeham Co: Today’s Corner should have been about something else. But we  learned yesterday that yet another order did not go Bombardier’s way, the 125 seat aircraft order of 40 units for United Airlines…. Read More

The fuel effect; or old is beautiful

By Bjorn Fehrm 19 January 2016, ©. Leeham Co: When Willie Walsh, the CEO of IAG, said that the Airbus A340-600 “is a fantastic aircraft at fuel below $60 a barrel but perhaps not at $120,” he put… Read More

Boeing stock sell-off on 777-200ER deal over-blown

Stock sell off on Boeing 777-200ER purchase price overblown. Wells Fargo stock downgrade the next day spurs larger sell-off. Credit Suisse takes a deep dive into Boeing cash flow. Accelerating PDPs, purchase payments continues to support cash flow…. Read More

Airbus passes Boeing in wide-body passenger aircraft sales

Dec. 8, 2015, © Leeham Co. Airbus surpassed Boeing in wide-body passenger orders through November, data released yesterday by Airbus shows. Airbus released its November YTD order book yesterday. Boeing last week updated its weekly order tallies through… Read More