Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
Outlook 2024: Boeing needs a boring year in 2024
By Dan Catchpole Subscription Required Jan. 4, 2024 © Leeham News: Boeing’s priorities in 2024 are clear: get the job done on time and without drama, and don’t cause any scandals. In short, it needs a boring year…. Read More
Boeing Cuts 737 Delivery Estimate in Blood Red 3Q Earnings Report
By Dan Catchpole October 25, 2023, © Leeham News: Boeing slashed its 737 MAX delivery forecast for the year to between 375 and 400 in its third quarter earnings report on Wednesday. The company attributed the cut to… Read More
Q3 Could Be Boeing’s Reddest Earnings Report This Year
Subscription Required By Dan Catchpole The U.S. Air Force accepted the first of five T-7A Red Hawk test aircraft from Boeing on Sep. 14th. (Image courtesy of USAF and Boeing Co.) October 23, 2023, © Leeham News: Wall… Read More
BDS: Another problem for Boeing
Subscription Required By the Leeham News Team July 24, 2023, © Leeham News: The Boeing Co’s 2Q2023 earnings call is Wednesday and the company continues to push uphill in its path for full financial recovery. Last week, we… Read More
Analysis: Boeing’s BCA problem
Subscription Required By the Leeham News Team July 17, 2023, © Leeham News: The Boeing Co. (BA) reports its second quarter earnings next week. The company continues to struggle with challenges, mostly but not entirely at Boeing Commercial… Read More
Basking in Farnborough rebound, Boeing faces contract rejection at Defense unit
By Scott Hamilton July 20, 2022, © Leeham News: While Boeing is basking in an upbeat Farnborough Air Show with sizable orders for the 737 MAX, it faces the prospect of losing a key contract vote on July… Read More
Pontifications: “Enterprise P&L” key to NMA business case
Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More
Pontifications: Boeing wins certification of KC-46A; B-52 MRO model may be key to profits
Sept. 10, 2018, © Leeham News: While Boeing Commercial Aircraft grapples with more than four dozen unfinished 737s clogging the space at Renton Airport and Boeing Field, Boeing Defense had some good news last week: The KC-46A received… Read More
Boeing’s bold ambition
Subscription Required Introduction Sept. 25, 2017, © Leeham Co.: The ambitious plan of Boeing CEO Dennis Muilenburg to grow after-market services from today’s $14bn in revenues to $50bn in 5-10 Stan Deal, CEO of Boeing Global Services. years… Read More
Odds and Ends: Airbus ponders PIPs for A320neo, says AvWeek; Boeing moves more jobs; MH370 search
A320neo Plus: Airbus is pondering a Performance Improvement Package (PIP) for the A320neo family even before the airplane enters service, according to Aviation Week. The improvements would include an upgraded interior and several systems, designed at providing more… Read More