Pontifications: No rate increase on Boeing 787 predicted

Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More

Boeing cuts 777 production rate again

Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More

Trump or Clinton will be OK for defense industry: Analyst

Aug. 24, 2016: It’s a light week for relevant commentary from the US aerospace analysts.  Buckingham Research takes a view on the election of either Trump or Clinton on the defense industry. India’s Jet Airways will defer 10… Read More

Boeing accurate on pax forecast, missed cargo by 22%: Wells Fargo

July 26, 2016: Boeing’s 1996 20-year Current Market Outlook was an accurate forecast for passenger airplanes but overstated demand for freighters, a new analysis by Wells Fargo Securities indicates. Aerospace analyst Sam Pearlstein took issue with “skeptics” (notably,… Read More

Fuel prices rising, muted wide-body demand noted by analysts

  June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More

Weekly analyst note synopses

Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More

Wells Fargo sees reasonable, risky production rates

June 7, 2016: Single-aisle production rates of 57/mo at Boeing and 60/mo at Airbus are reasonable when achieved in the near term but more problematic in 2019. Wide-body production rate hikes are risky. This is the conclusion of… Read More

Analyst reaction to Boeing investors day

May 12, 2016: Analysts were largely underwhelmed in their take-aways from the Boeing investors day. Their reactions: Bernstein Research (Outperform) Boeing held its investor conference this week, including tours of Everett and Renton facilities. Overall, we viewed the… Read More

Alcoa lowers guidance, cites slowing jet sales, production ramp up

April 13, 2016, © Leeham Co.: Alcoa, a major supplier to Airbus and Boeing, lowered its 2016 guidance on anticipated lower demand for aluminum on lower orders for legacy commercial airliners and a slower than expected transition to… Read More

Boeing 2015 earnings: Good year, good forecast, shares plunge anyway

Jan. 27, 2016: Boeing posted solid financial results for 2015 and forecast a good 2016, but shares plunged in early morning trading on a forecast for fewer deliveries this year than last. The press release is here. Shares… Read More