Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
Boeing’s orders and deferred production costs: a deeper look
Subscription Required By Judson Rollins Introduction Feb. 5, 2023, © Leeham News: After last week’s release of the 2023 annual report for Boeing, we undertake our annual analysis of at-risk deals on the OEM’s books. This year, we… Read More
Boeing records loss in 2023, but better than expected results; no guidance for 2024
By Dan Catchpole Subscription Required Jan. 31, 2024 © Leeham News: Boeing posted a $5.8B loss in 2023, a substantial improvement over the previous year’s $11B loss. Boeing Commercial Airplanes even posted a $41M profit in the fourth… Read More
Culture change needed at Boeing; labor contract talks begin in March and could lead the way
A Leeham News Editorial Jan. 29, 2024, © Leeham News: If Boeing is to emerge from its latest crisis unscathed, it will need to commit to a culture change. That’s the consensus of industry watchers, and it’s one… Read More
Updated: FAA grounds expansion plans for Boeing 737 MAX production, approves path for MAX 9s to resume flights
UPDATING (2) Hundreds of 737s scheduled for delivery this year and in coming years affected by FAA action. IAM shares concerns with Boeing, FAA. By Dan Catchpole Special Coverage of the Boeing crisis Jan. 24, 2024 © Leeham… Read More
GE Aerospace’s Q4 and FY 2023 Earnings Draw Analyst’s Short-Term Shrugs and Long-Term Cheers
By Chris Sloan Jan. 23, 2024, © Leeham News – GE Aerospace’s last earnings season before morphing into a pure play engine maker ended on a disappointing note for some analysts. “Aero results were a bit short of… Read More
Alaska 1282 isn’t a “737 MAX” story; it’s about quality assurance at Boeing or Spirit
Update: The Federal Aviation Administration today notified Boeing it is under investigation for potentially failing to ensure the door plug was properly installed. By Scott Hamilton Jan. 11, 2024, © Leeham News: Alaska Airlines Flight 1282’s (AS 1282)… Read More
Managing supply chain stress continues
Subscription Required Now open to all readers. By Scott Hamilton Jan. 9, 2024, © Leeham News: The COVID-19 pandemic impact on aerospace and its supply chain was deep and long lasting. The airframe and engine manufacturers haven’t fully… Read More
Outlook 2024: Boeing needs a boring year in 2024
By Dan Catchpole Subscription Required Jan. 4, 2024 © Leeham News: Boeing’s priorities in 2024 are clear: get the job done on time and without drama, and don’t cause any scandals. In short, it needs a boring year…. Read More
Boeing beats Airbus in order tallies at Dubai Airshow thanks to widebody jetliner demand
By Dan Catchpole Subscription Required Nov. 20, 2023 © Leeham News: Boeing dominated the Dubai Airshow, racking up 313 orders—232 firm and 81 non-firm. Meanwhile, Airbus garnered only 86 orders, as of Friday, the last day of the… Read More
NASA, Boeing Say SAF Creates Fewer Greenhouse Contrails
By Dan Catchpole Subscription Required Nov. 2, 2023 © Leeham News: High over Montana, Andy “Jeeves” Barry slipped the McDonnell Douglas DC-8 to the right and out of the Boeing 737-10’s wake to “get some fresh air.” NASA’s… Read More