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
Posted on February 22, 2016 by Scott Hamilton
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
Posted on January 25, 2016 by Scott Hamilton
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
Posted on January 19, 2016 by Bjorn Fehrm
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
Posted on January 18, 2016 by Bjorn Fehrm
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
Posted on January 12, 2016 by Scott Hamilton
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
Posted on January 7, 2016 by Scott Hamilton
Airbus, American Airlines, Boeing, Bombardier, Comac, CSeries, Embraer, Irkut, Mitsubishi, Premium
737 MAX, 737-8, 777-200LR, 777-300ER, 777F, 777X, A320, A320NEO, A350, A380, Airbus, American Airlines, ARJ21, Boeing, Bombardier, C919, Comac, CS100, CSeries, E-190 E1, E-195 E2, E-Jet E2, Emrbaer E-190 E2, Irkut, MC-21, Mitsubishi, MRJ90
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
Posted on December 22, 2015 by Scott Hamilton
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
Posted on December 15, 2015 by Scott Hamilton
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
Posted on December 15, 2015 by Scott Hamilton
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
Posted on December 14, 2015 by Scott Hamilton