Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
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
Aviation Writers Bloc: Calhoun’s Countdown
April 15, 2021, © Leeham News: Boeing CEO David Calhoun turns 64 on April 18. This means he is in his final year on Boeing’s Board of Directors and as an employee, unless the Board extends his contract… 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
Analyzing the trades between a single- and twin-aisle NMA
Subscription Required Now open to all readers. By the Leeham News Team Introduction April 8, 2021, © Leeham News: Some people believe Boeing should launch a new single-aisle airplane about the size of the 757-200/300 to compete with… Read More
Pontifications: Southwest didn’t invite Airbus to bid
April 5, 2021, © Leeham News: Southwest Airlines didn’t ask Airbus to submit a commercial bid for the A220-300, three knowledgeable sources tell Leeham News. Southwest conducted an internal technical analysis of the A220-300 vs. the 737-7 MAX…. 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
Boeing’s Ability to Finance the Next Airliner
Subscription Required By Vincent Valery Introduction March 1, 2021, © Leeham News: The combination of the 737 MAX crisis and the COVID-19 pandemic led Boeing to lose $12.5bn over the 2019-2020 period. Boeing Commercial Aviation (BCA) lost $20.5bn… 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