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Leeham News and Comment

Intelligence for the Aviation Industry: Value*Performance*Reliability
  1. How Boeing pays back the 787 debts

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  2. Mid-year production update at Airbus

    July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers. We examined Boeing Monday in advance of its earnings... Read More

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  3. Boeing assumes 787 rate goes to 14/mo, but still working on it

      July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year... Read More

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  4. Boeing 2Q2017 earnings better than expected

    July 26, 2017: Boeing reported better-than-expected 2Q2017 earnings today. Initial analyst reaction is below. The press release is here. The earnings call is at 10:30 am EDT. The link is here. Bernstein Research The company raised 2017 guidance... Read More

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  5. Mid-year production/delivery update for Boeing

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  6. Pontifications: JADC 20-year forecast: VLA, NMA and other data

    July 24, 2017, © Leeham Co.: The Japan Aircraft Development Corp (JADC) just published its 2017-2037 jet and turboprop forecast. JADC forecasts a demand for 33,336 jet airliners and some 2,000 turboprops. JADC is partly owned by Mitsubishi,... Read More

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  7. Caution overhangs 777X program-(Update)

    Update: This story is corrected. July 21, 2017, © Leeham Co.: Lufthansa Airlines’  indications that it may reduce the order for 20 Boeing 777-9s underscores caution with which the program should be viewed. Emirates Airline already rescheduled its first... Read More

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  8. Bjorn’s Corner: Electric aircraft, Part 4

    July 21, 2017, ©. Leeham Co: In this Corner, we will start looking at the mass of the different components in a hybrid electric propulsion system compared with a classical turbofan propulsion. Our propulsion project is for a regional... Read More

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  9. Boeing 787 payback gap widens

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  10. Is Norwegian in trouble? Part 2

    By Bjorn Fehrm July 19, 2017, © Leeham Co.: Last week we raised the question if Norwegian Air Shuttle was in trouble. The CFO, Frode Foss, left a few days earlier. Analysts were worried and the stock dived... Read More

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