Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- China bans Boeing, US parts imports in tariff war April 15, 2025
- Boeing welcomes COMAC competition as Asia-Pacific demand soars April 15, 2025
- How good is the C929? April 14, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 17. April 11, 2025
- Uncertainty plagues airline, aerospace, lessor industries over tariffs April 10, 2025
Aboulafia calls for “regime change now” at Boeing
By Scott Hamilton Feb. 6, 2024, © Leeham News: With hundreds of new 737 MAXes facing delays due to the Federal Aviation Administration’s freeze on production rates, how much compensation will Boeing owe airlines and lessors? It’s a… Read More
Pontifications: It’s been five years since Boeing’s last normal year. Five more to go.
Feb. 6, 2024, © Leeham News: Think about it. The last normal year for The Boeing Co. was 2018—five long years ago. At best, we think the next normal year may be 2028. Another five long years. And… Read More
Skeptics about Boeing’s 737 production rate
By Scott Hamilton Feb. 5, 2024, © Leeham News: The Federal Aviation Administration froze Boeing’s production rate of the 737 MAX at its current level. But just what is this rate? Boeing says it’s 38 airplane per month…. Read More
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
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