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

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

Differentiation in the marketplace and the time for the open rotor

Subscription Required By the Leeham News Team Introduction Feb. 22, 2021, © Leeham News: Airliners are now so efficient, one challenge facing Airbus and Boeing in competing is overcoming the laws of diminishing returns. The time may finally… 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

Airbus, Boeing diverge on technology for next new airplane

Subscription Required By Scott Hamilton Introduction Feb. 1, 2021, © Leeham News: Airbus and Boeing are diverging on paths for a sustainable, reduced emissions strategy for the next new airplanes. The stakes are high: billions of dollars in… Read More

Podcast: 10 Minutes About Boeing’s 2020 Financial Results

Jan. 28, 2021, © Leeham News: Boeing on Jan. 27 reported its 2020 financial results. They were ugly, to nobody’s surprise. Beset by the 737 MAX grounding all year, delays in the 777X program, a suspension of deliveries… Read More

“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO

By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More

Update 1: Big loss for 2020 for Boeing; $6.5bn charge for 777X-delivery now late 2023; 737 MAX cleared by EASA

Updated Europe’s aviation regulator EASA clears Boeing 737 MAX for return to service with minor, additional requirements. Information is here. $6.5bn charge for 777X program. First delivery now late 2023, nearly 4 years late. By Scott Hamilton Jan…. Read More