Leeham News and Analysis
There's more to real news than a news release.
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
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
Podcast: 10 Minutes About the A321XLR and Why Boeing Can’t Compete
Jan. 26, 2021: © Leeham News: Today’s episode is 10 Minutes About the A321XLR and Why Boeing Can’t Compete. LNA’s Judson Rollins worked for Boeing when the MAX was created. He brings an airline background as well, having… Read More
Small jet demand likely to stay depressed after COVID
Subscription Required By Judson Rollins Introduction January 25, 2020, © Leeham News: As passenger travel trickles back to life, one trend that’s already apparent is a long-term diminution of airline yields in most regions. This is largely driven… Read More
HOTR: Some predictions for Airbus and Boeing
Jan. 14, 2021, © Leeham News: Making predictions is always a hazardous business. Some predictions take years to resolve. The outcome of others come sooner than later. If you’re right, you look sage. If you’re wrong, you look… Read More
Pontifications: Outlook 2021 Series begins today
Jan. 4, 2021, © Leeham News: Beginning today through next week, Leeham News presents its annual Outlook series for the coming year. We’ve been doing this for years. In recent years, the Outlook reflected continued growth in commercial… Read More