Hopes, skepticism, for Boeing from suppliers

Subscription Required By Scott Hamilton Feb. 6, 2025, © Leeham News: Hope and skepticism for Boeing permeated the sidelines of a suppliers’ conference this week in the Seattle area as the big manufacturer struggles to regain footing following… Read More

Boeing Deferred Production Costs: $39bn since 2019 MAX grounding, $22bn for 737

By Karl Sinclair Feb. 04, 2025, © Leeham News: The Boeing Company (BA) released its 2024 FY Annual Report this week and as expected, it was awash with red ink. On the Jan. 28, 2025, earnings call, CFO… Read More

Boeing sees achieving pre-MAX grounding production rates 8 years later

Subscription Required By Scott Hamilton Jan. 30, 2025, © Leeham News: When Airbus began to record more orders than Boeing in the early 2000 decade, Boeing’s CEO dismissed the shift. Orders didn’t matter, sniffed Phil Condit. Only deliveries… Read More

Five years to produce 737s at 50/mo, consultancy predicts

Subscription Required By Scott Hamilton Oct. 31, 2024, © Leeham News: When Boeing held its first investors day since 2018 in November 2022, then-CEO David Calhoun projected that the production rate for the 737 would be 50/mo sometime… Read More

Pontifications: Boeing needs massive reset, and not just with labor

Subscription Required Now open to all readers. CEO Kelly Ortberg’s “reset” plan is long overdue. But Boeing needs to do better for the IAM members, and the members need to give up on the defined pension plan. Oct…. Read More

Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight

By Scott Hamilton Oct. 9, 2024, (c) Leeham News: Contract talks between Boeing and its largest union, the IAM 751, broke off again yesterday after the two sides failed to make progress to reach an agreement. The strike… Read More

Southwest Airlines Slashing Capacity Growth Shakes Up Their Fleet Plan

Subscription Required By Chris Sloan Sept. 30, 2024, © Leeham News: Southwest Airlines outlined significant moves in its quest to return to sustained profitability at its investor day on September 26 in Dallas. Widely reported revenue and financial… Read More

Boeing’s shareholders: which do you prefer? Dilution or bankruptcy?

By Scott Hamilton Sept. 23, 2024, © Leeham News: A Wells Fargo analyst calculated The Boeing Co. might have to issue 190 million shares of stock to get itself out of the financial mess it’s in. At the… Read More

Bjorn’s Corner: New engine development. Part 25. New versus old, CFM56 vs. LEAP

September 20, 2024, ©. Leeham News: We do an article series about engine development and why it has longer timelines than airframe development. It also carries larger risks of product maturity problems when it enters service than the… Read More

China banks on C919, but numbers say it still needs Boeing

Subscription Required By Scott Hamilton Sept. 2, 2024, © Leeham News: Airbus and Boeing see China doubling its airliner fleet over the next 20 years. The numbers vary between the two companies. But the underlying data points to… Read More