Opens profile photo
Follow
Leeham News and Analysis
@LeehamNews
Seattleleehamnews.comJoined July 2010

Leeham News and Analysis’s Tweets

Watched Chinese true story movie The Captain (Amazon). Surprisingly good. Then there's Horizon Line (also Amazon). A highly unintentionally hysterical movie.
At Nov investor conf said 2025 for 737 MAX and 787 production ramp to 50 and 10/mo. It's now 2025-2026, so 2026. now says "middle of the decade" for A320 ramp to 75/month vs 2025. It changed the language in Nov. Technically, first half 2027 is still mid-decade
2
12
Chart of the Morning: Boeing shares slide pre-market after company missed on the top/bottom line for Q4. The EPS loss of $1.75 when the street was expecting a profit of $0.26 is due in part to higher production/re-work costs on planes in inventory before delivery.
Image
1
8