Leeham News and Analysis
There's more to real news than a news release.
Boeing CFO Jay Malave: Priorities are debt, investments, then shareholders
By Karl Sinclair Dec. 3, 2025, © Leeham News: Boeing’s chief financial officer outlined the priorities for the use of cash going forward, and it reaffirms what has been obvious but largely unstated: debt reduction is the top… Read More
Boeing’s “hangover” of the MAX is over, says former acting FAA administrator who dealt with crisis
By Scott Hamilton Dec. 3, 2025, © Leeham News, Washington (DC): Boeing’s “hangover” and PTSD (post-traumatic stress syndrome) following the 737 MAX crisis of 2019 and beyond is over, says the former acting administrator of the Federal Aviation… Read More
Flydubai orders 737 MAX, in addition to A320neos, at Dubai Air Show
Nov. 19, 2025, © Leeham News: Yesterday flydubai ordered the 150 Airbus A320neo family at the Dubai Air Show. Today, it signed a Memorandum of Understanding (MOU) for 75 Boeing 737 MAXes and options for 75 more. Flydubai… Read More
Impact on Boeing’s China deliveries under Trump’s latest tariff tiff will be minimal
By Scott Hamilton Oct. 23, 2025, © Leeham News: President Donald Trump ratcheted up the trade war with China when he announced on Oct. 12 that a 100% tariff would be levied on imports to the US. This… Read More
Airbus’ A220 conundrum
Subscription Required By Scott Hamilton Oct. 20, 2025, © Leeham News: Airbus and Boeing face a challenge that is good news and bad news. The Airbus A220-300 is essentially an orphan. An “A220-500” is needed, but so is… Read More
Heading toward year-end, Airbus maintains lead in narrowbody orders but Boeing commands the widebody sector
Subscription Required By Scott Hamilton Oct. 13, 2025, © Leeham News: As the commercial airliner industry sprints to the end of this year, Boeing remains the champion in the widebody, twin-aisle sector with a commanding lead over Airbus…. Read More
FAA begins to ease restrictions on Boeing
Subscription Required Part 2 of 2 By Scott Hamilton Oct. 06, 2025, © Leeham News: Boeing is making progress toward its recovery from six years of back-to-back-to-back crises, but slow certification of three airplane derivatives has been a… Read More
Boeing’s Orberg: Striving for parity with Airbus deliveries
Traveled work, rework are still obstacles 777X certification running late; customers now see first deliveries in 4Q2026 By Karl Sinclair Sept. 17, 2025, © Leeham News: “We were almost at parity on deliveries with Airbuses last month…. We’re… Read More
China, Boeing appear near massive order: report
By Scott Hamilton Aug. 21, 2025, © Leeham News: Boeing is nearing a massive order for up to 500 aircraft with China, Bloomberg reports. Completing the deal depends on political considerations, as so many of these do between… Read More
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