Leeham News and Analysis
There's more to real news than a news release.
Boeing’s Ortberg’s first year as CEO: progress, but lots remaining to do
By Scott Hamilton Analysis Aug. 8, 2025, © Leeham News: Today is the one-year anniversary of Kelly Ortberg stepping into what is probably the most challenging career move of his professional life: becoming the chief executive officer of… Read More
Boeing adds back deferred production costs for 777X in 1H2025
Subscription Required By Karl Sinclair August 5, 2025, © Leeham News: Boeing boosted program deferrals in the second financial quarter on the 777X and 737 MAX, shifting costs around, which had the effect of improving the profit-and-loss picture… Read More
Ortberg becomes more cautious about 737 MAX production ramp timing
By Scott Hamilton July 30, 2025, © Leeham News: Boeing CEO Kelly Ortberg began to walk back just a bit about the timeline to ramp up production of the 737 MAX during the 2Q2025/1H2025 earnings call. It’s the… Read More
Parent agency, FAA often at odds as politics outweighs safety
Subscription required. By Colleen Mondor June 26, 2025, © Leeham News: On March 12, 2019, then-Secretary of Transportation Elaine Chao and her staff flew from Texas to Washington (DC) on a Southwest Airlines 737 MAX. It was two… Read More
Five for Five: Air India crash points to systemic problems at Boeing that CEO Ortberg must fix
By Scott Hamilton June 15, 2025, © Leeham News, Le Bourget, France: The Paris Air Show was supposed to be another step, however small, in Boeing’s way back from six years from crisis after crisis, safety and quality… Read More
Boeing CEO: Lessons learned are key to certification of 737-7/10 and 777X
By Karl Sinclair Analysis June 2, 2025, © Leeham News: Boeing CEO Kelly Ortberg believes that lessons learned from the 737 MAX crisis and subsequent in-depth oversight by the Federal Aviation Administration (FAA) are key to certifying the… Read More
Updated, May 29, 2025: Department of Justice, Boeing OK to Non-Prosecution Agreement
UPDATE, May 30, 2025: The Non-Prosecution Agreement was filed with the federal court in the Northern District of Texas yesterday. Here is the document: 5-29-25 Boeing-MAX DOJ NPA May 23, 2025, (c) Leeham News: The US Department of… Read More
Boeing’s 2025 annual safety report due this month
By Scott Hamilton May 20, 2025, © Leeham News: Boeing will release its fourth annual safety report this month. The first was in 2022. The document is the Chief Aerospace Safety Officer Report (CASO Report). Previous CASO reports… Read More
Boeing wants to remarket China’s airplanes. It’s costly and time consuming.
China has 130 Boeing airplanes that are identified in the Boeing backlog. On last week’s earnings call, officials said China accounts for 10% of its backlog of 6,319 aircraft as of March 31. This means there are about… Read More
Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help
By Karl Sinclair March 20, 2025, © Leeham News: Boeing (BA) Executive Vice President and Chief Financial Officer (CFO) Brian West, was optimistic about Boeing’s path for recovery and appeared unworried about any near-term impacts of tariffs imposed… Read More