Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
Boeing conference call with 787 update
Boeing held its 2012 earnings call, and with it officials offered an update on the 787 situation. Jim McNerney (CEO) (JM) Greg Smith (CFO) (GS) JM: 787 Update– Job one on 787 is supporting the investigation on the… Read More
American to firm up 787 order, add two 777s and firm up MAX
American Airlines will firm up 42 orders for the Boeing 787, its 737 MAX order and add two 777 orders upon bankruptcy court approval, according to an SEC filing today. American’s plans to acquire 75 787s had always… Read More
Boeing’s Charleston land buy is bad news for Washington State
Update, Dec. 21: A story on this topic: Charleston Post-Courier: a much longer, in-depth piece than its original report linked below. Original Post: Boeing has agreed to buy a lot more land in Charleston (SC) to expand its… Read More
American to decide on merger Jan. 9, Bloomberg says
American Airlines’ Board of Directors will meet on Jan. 9 to decide whether to merge with US Airways, according to this report by Bloomberg News. The outcome, of course, has ramifications beyond those employees of both airlines. These… Read More
Odds and Ends: Boeing stock buyback; Charging suppliers for doing business; AA+US
Boeing Stock Buyback: Boeing announced a stock buyback of #3.6bn for next year. Wells Fargo has this to say in a research note issued today: Boeing had more than $11B of cash on the balance sheet at the… Read More
Boeing details 737 improvements
With a tip of the hat to Jon Ostrower and his Tweet, here’s a link to some detail about the improvements to the Boeing 737. Given the Airbus write-up in its advertisement about the MAX, we thought this… Read More
Ad wars, continued–Airbus fires Round Three
This week’s issue of the trade magazines has Round Three of the Airbus response to Boeing ads. Click to enlarge.
Airbus v Boeing: another round of what the customers tell us
With the recent spat upping the media war between Airbus and Boeing over whose airplanes offer better economics, we’ve been once more asking customers what their analyses conclude. Nothing has changed from our earlier conversations. As recent media… Read More