In strategy shift, Boeing backs 7 MAX: sources

Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… Read More

Minuscule demand for Boeing 747-8F

See Scott Hamilton’s new column for Forbes on-line, It’s time for hard questions for Boeing. Subscription Required Introduction One of Boeing’s white tail 747-8Fs. This, and another that has been stored, was painted in the livery of the… 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

IAG is looking at leasing used A380s

By Bjorn Fehrm 18 January 2016, ©. Leeham Co in Dublin: Willie Walsh, the CEO of IAG (which is the holding of Brittish Airways, IBERIA, Vueling and Air Lingus) spoke at the Growth Frontiers 2016 conference in Dublin… Read More

Dissection of Boeing’s 2015 order book

Jan. 12, 2016, © Leeham Co. Boeing announced its year-end 2015 orders tally, with 768 net orders and 878 gross orders. It is becoming increasingly clear the 737 MAX is essentially a one-aircraft family. As expected, 737NG orders… Read More

New aircraft programs’ sorry record of delay

Subscription Required. Jan. 7, 2016, (c) Leeham Co. New aircraft programs used to be on time and a source of pride for the Original Equipment Manufactures (OEMs). No longer. Delays are the norm, and despite “lessons learned,” there… 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

Analyzing Air Bridge Cargo plans for Boeing 747-8F

Dec. 15, 2015, (c) Leeham Co.: A plan by Russia’s Air Bridge Cargo to acquire another 18 Boeing 747-8Fs does little to solve Boeing’s production gap and program viability, an analysis by LNC shows. Bloomberg News published a… Read More

4-engine single-aisle airplanes could make comeback, says technology VP

Dec. 15, 2015, © Leeham Co: LNC’s Bjorn Fehrm started a firestorm of discussion last Friday with his Corner about twins-vs-quads column. His focus was on the Very Large Aircraft sector. Overlooked in all of the discussion was… Read More

Pontifications: Aircraft values vary widely

Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More