Gov. Inslee misses the point in his pique over Boeing 787 production decision

By Scott Hamilton Analysis Oct. 5, 2020, © Leeham News: The contrast in tones couldn’t be sharper. With the announcement last Thursday by Boeing it will consolidate 787 production from Everett into Charleston, local political leaders were disappointed… Read More

Pontifications: Boeing works on green aviation initiatives

Oct. 5, 2020, © Leeham News: Even as Boeing works its way through the final days of the 737 MAX grounding and how to survive the COVID-19 crisis, it’s working on greener aviation. LNA already reported how Boeing… Read More

Twin-aisle leasing market challenges

Subscription Required By Vincent Valery Introduction   Sep. 7, 2020, © Leeham News: The timeline for a passenger traffic recovery remains uncertain. The IATA does not expect passenger traffic to return to pre-COVID-19 levels until 2024. Leeham Co. predicts… Read More

R&D spending at Boeing plunges; Airbus yet to kick in

Subscription Required By Scott Hamilton Introduction Aug. 24, 2020, © Leeham News: Research and development spending at Boeing Commercial Airplanes declined 21% in the first half this year compared with 2019. From 2017 through 2019, BCA’s R&D spending… Read More

COVID production rates “firm” up

By Scott Hamilton July 30, 2020 © Leeham News: Airbus and Boeing refined their COVID production schedules this week slightly downward in some cases. Airbus largely held to its previously announced production schedule. It dropped the A350 rate… Read More

Applying ASC 606 to the Airbus Order Book

Subscription Required Now open to all readers. By Vincent Valery Introduction   July 27, 2020, © Leeham News: Since the first quarter of 2018, Boeing applies a new revenue recognition accounting standard, ASC 606, to its aircraft order book…. Read More

Looking ahead for 2020 and 2030 decades: Boeing

Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More

An accelerating widebody fleet streamlining, Part 2

Subscription Required By Vincent Valery Introduction   June 8, 2020, © Leeham News: Last week, we saw that earlier generations of widebody aircraft had significant range restrictions. Airlines with sizable long haul operations had to operate multiple aircraft types… Read More

An accelerating widebody fleet streamlining, Part 1

Subscription Required By Vincent Valery Introduction   June 1, 2020, © Leeham News: As airlines slashed capacity in the aftermath of the COVID-19 outbreak, some took the opportunity to accelerate aircraft retirements. Older generation twin-aisle aircraft, notably the Airbus… Read More

Boeing to cut rates on 787, 777 production; posts big 1Q loss

By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More