Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More
Oct. 6, 2015: As Boeing prepares to discuss its third quarter October 28, a major Wall Street investment bank predicts Boeing will have to reduce production rates of the 777 to five per month in 2017, the year… Read More
Subscription required. Introduction Sept. 30, 2015, (c) Leeham Co.: The Boeing deals announced last week with China put the country into the spotlight about its commercial aviation ambitions. For many, the various deals announced by Boeing raise alarm… Read More
Subscription Required. Introduction Sept. 2, 2015, (c) Leeham Co. Boeing faces a production gap for the 737, based on an analysis of the delivery streams of the 737NG and the 737 MAX. There’s a production gap for the… Read More
Pontifications: Looking ahead to 2016
Jan. 4, 2016, © Leeham Co. Let’s take a walk through our outlook for 2016. Boeing is 100 The Boeing Co. is 100 years old this year. July 15, to be precise. This is the last day of… Read More
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Posted on January 4, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, Farnborough Air Show, Leeham News and Comment, Mitsubishi, Pontifications, Pratt & Whitney
747-8, 777 Classic, A380, Airbus, Boeing, Bombardier, C919, Comac, CS100, CS300, CSeries, Farnborough Air Show, Mitsubishi, MRJ90, Pontifications, Pratt & Whitney
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
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Posted on December 8, 2015 by Scott Hamilton
Airbus, Boeing
737 MAX, 737NG, 747-8F, 767-300F, 777 Classic, 777-300ER, 777F, 777X, 787, A320ceo, A320NEO, A330ceo, A330F, A330neo, A350, Airbus, Boeing, United Airlines
Boeing 737 rate hike factors
Boeing 737 factory in Renton (WA). Boeing rendering. Subscription Required Introduction Nov. 30, 2015, © Leeham Co.: As Boeing ponders whether to increase production rates of the 737 line beyond the previously announced 52/mo rate effective in 2018,… Read More
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Posted on November 30, 2015 by Scott Hamilton
air force tanker, Airbus, Boeing, Premium
737, 737 MAX, 747-8, 777 Classic, 777X, 787, A320, Airbus, Boeing, KC-46A
Boeing 3Q15 earnings call
Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More
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24 Comments
Posted on October 21, 2015 by Scott Hamilton
Boeing
3Q2015 earnings call, 737 MAX, 747-8, 777 Classic, 777X, 787, Boeing, Dennis Muilenburg, Greg Smith, Middle of the Market aircraft
Goldman Sachs predicts rate 5 for 777 in 2017
Oct. 6, 2015: As Boeing prepares to discuss its third quarter October 28, a major Wall Street investment bank predicts Boeing will have to reduce production rates of the 777 to five per month in 2017, the year… Read More
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17 Comments
Posted on October 6, 2015 by Scott Hamilton
Airbus, Boeing
767-300ER, 777 Classic, 777X, A330-200, Airbus, Boeing, Goldman Sachs
Assessing the China market
Subscription required. Introduction Sept. 30, 2015, (c) Leeham Co.: The Boeing deals announced last week with China put the country into the spotlight about its commercial aviation ambitions. For many, the various deals announced by Boeing raise alarm… Read More
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Posted on September 30, 2015 by Scott Hamilton
Airbus, Boeing, Bombardier, CFM, China, Comac, CSeries, Embraer, Premium
737 MAX, 737NG, 747-8I, 777, 777 Classic, 787, Airbus, ARJ21, AVIC, Boeing, Bombardier, C919, Comac, CSeries, Embraer, Q400, Y-10
Chinese 737 Completion Center makes tactical, strategic sense
Sept. 22, 2015, © Leeham Co. The expected announcement by Boeing and Chinese President Xi during his state visit to Seattle this week that Boeing will develop a Completion Center for the 737 in China is a significant… Read More
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Posted on September 22, 2015 by Scott Hamilton
Airbus, Boeing, China, Comac, IAM 751, International Aero Engines
737 Completion Center, 737 MAX, 737NG, 777 Classic, 777X, 787, A320, A330, Airbus, Boeing, C919, China, Comac, IAM 751
Boeing faces 737 production gap: analysis
Subscription Required. Introduction Sept. 2, 2015, (c) Leeham Co. Boeing faces a production gap for the 737, based on an analysis of the delivery streams of the 737NG and the 737 MAX. There’s a production gap for the… Read More
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Posted on September 2, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Delta Air Lines, Premium
737, 737 MAX, 737NG, 747-8, 777 Classic, A319neo, A320NEO, A321NEO, Air Canada, Airbus, Boeing, Delta Air Lines, E-190, Emrbaer
Mitigating risk, lessons learned as Boeing heads into MAX, 777X production
Aug. 12, 2015, © Leeham Co. Mitigating risk and taking lessons learned from across the entire 7-Series families are key to improving productivity, cutting costs and preparing for the transition from the 737NG to the MAX and from… Read More
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Posted on August 12, 2015 by Scott Hamilton
Airbus, Boeing
737 MAX, 737NG, 777 Classic, 777X, 787, Airbus, Boeing, Greg Smith, Jefferies Co
B/E Aerospace sees “flat” widebody deliveries through 2016
Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More
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Posted on August 12, 2015 by Scott Hamilton
Airbus, B/E Aerospace, Boeing
737, 777 Classic, 777F, 777X, A330ceo, A330neo, A380, Airbus, BE Aerospace, Boeing, Jefferies Co
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