Leeham News and Analysis
There's more to real news than a news release.
Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen
By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More
Before handing $60bn to Boeing, consider this
By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More
Why bailouts make sense under these circumstances
By Scott Hamilton Commentary March 18, 2020, © Leeham News: The Federal government is preparing a bailout, said to be more than $1 trillion, to pump into the US economy. Airlines want $50bn. Boeing wants $60bn for the… Read More
Coronavirus impact to Boeing still unfolding
By Judson Rollins Subscription Required March 16, 2020, © Leeham News: Boeing stock sold off 28% last week on news that the company would draw down the remainder of a $13.8bn loan it arranged in February to cover… Read More
Grounding takes toll on Boeing 737 MAX investment desires
By Scott Hamilton March 2, 2020, © Leeham News, Austin (TX): A poll of people attending a major aerospace conference here today illustrates the hit Boeing took from the trouble with the 737 MAX. The audience was asked… Read More
Asian airline troubles could affect up to 20% of Airbus, Boeing backlogs
By Judson Rollins Subscription Required In last week’s analysis, LNA examined which airlines in greater China and the rest of Asia may be in imminent risk of financial distress due to the growing coronavirus outbreak. We found that… Read More
Pontifications: Boeing’s alphabet soup of airplanes and more
It’s time for catching up on Odds and Ends. By Scott Hamilton March 2, 2020, © Leeham News: NMA. NSA (version 1). NSA (version 2). NLT. FSA. MOM. These are Boeing’s acronyms for its next airplane. Whatever it… Read More
Why was the 737-8 losing market to the A320neo before the MAX crisis?
By Bjorn Fehrm Subscription Required Introduction February 27, 2020, © Leeham News: While we wait on the Boeing 737-8 to get back in the air, we take a look at how this best seller in the 737 series… Read More
Europe to Boeing: Not so fast on your WTO move; tariffs still likely
By Scott Hamilton Feb. 24, 2020, © Leeham News: Not so fast, Europe says about Boeing’s claim it is curing illegal tax breaks from Washington State. The World Trade Organization has to agree to Boeing’s interpretation. This will… Read More
Why the A321XLR makes sense for Alaska Airlines
By Scott Hamilton Feb. 23, 2020, © Leeham News: Alaska Airlines last week said it will place an order, perhaps this year, for 200 aircraft for delivery over the next decade. The carrier exclusively operated Boeing 737s until… Read More