Pontifications: Balance shareholder value with product development and strategy

April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More

The conundrum of a new airplane design vs a derivative

Subscription Required By Scott Hamilton Introduction April 19, 2020, © Leeham News: When it comes to a decision by an aircraft manufacturer whether to develop an entirely new airplane or a derivative, these multi-billion dollar decisions involve hundreds… Read More

Today’s 737 MAX, A320neo values vs 2019

Subscription Required By Scott Hamilton Introduction April 12, 2021, © Leeham News: The Boeing 737 MAX reentered service in December after a 20 month grounding. Determining values post-grounding and during the COVID-19 pandemic was complicated. The question over… Read More

Did Airbus miss opportunities with Alaska, Southwest?

Subscription Required By Scott Hamilton Introduction March 22, 2021, © Leeham News: Airbus lost an order from Alaska Airlines, which means the carrier will essentially revert to an all-Boeing fleet. Alaska Airlines ordered more Boeing 737 MAXes instead… Read More

HOTR: Investors optimistic for Boeing. Are they too optimistic?

By the Leeham News Team March 10, 2021, © Leeham News: Boeing’s recovery will be long, slow and painful. But Boeing has been through long, slow and painful periods before. Investors appear optimistic. The stock price has been… Read More

HOTR: Alaska begins service with 737 MAX

Alaska likely to cancel A320neo order. Details below. By the Leeham News Team March 1, 2021, © Leeham News: Alaska Airlines today launched its first service with the 737 MAX. The carrier’s first flight was flight AS 482… Read More

Pontifications: For Boeing, the future is a new airplane, not the status quo

 Feb. 22, 2021, © Leeham News: Tunnel-vision pundits, analysts, and even some experts say Boeing shouldn’t launch a new airplane program within the next few years. Why? They say doing so will cannibalize the 737 MAX 9 and… Read More

Pontifications: Boeing’s right direction, but don’t get ahead of reality

Feb. 8, 2021, © Leeham News: Boeing appears to be heading in the right direction: launch a new airplane program to take care of its 737 MAX product weakness. And do something different by pursuing the “NMA Lite”… Read More

The world of diminishing returns: challenges Boeing faces

Subscription Required By the Leeham News Team Introduction Feb. 8, 2021, © Leeham News: Boeing faces a dilemma of Solomonic proportion. Which direction should it extend its product offerings? With the suspension a year ago of the New… Read More

Podcast: 10 Minutes About the A321XLR and Why Boeing Can’t Compete

Jan. 26, 2021: © Leeham News: Today’s episode is 10 Minutes About the A321XLR and Why Boeing Can’t Compete. LNA’s Judson Rollins worked for Boeing when the MAX was created. He brings an airline background as well, having… Read More