Pontifications: Boeing needs massive reset, and not just with labor

Subscription Required Now open to all readers. CEO Kelly Ortberg’s “reset” plan is long overdue. But Boeing needs to do better for the IAM members, and the members need to give up on the defined pension plan. Oct…. Read More

How Boeing’s actions affect Products, Airbus: Analysis (Update)

Updated Oct. 12 with new and clarifying information. By Scott Hamilton Oct. 11, 2024, © Leeham News: Boeing’s late announcement today of a 10% company-wide layoff of its 170,000 leaves a lot of questions. Boeing managers were told… Read More

Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs

By Chris Sloan October 11, 2024, ©. Leeham News – In a late Friday news dump just after U.S. financial markets closed, The Boeing Company Announced significant financial hits as the IAM strike lurches toward a full month with no… Read More

Boeing 3Q deliveries up despite strike

By Scott Hamilton Oct. 8, 2024, © Leeham News: Third quarter deliveries by Boeing were up slightly despite a strike the last two weeks of the quarter by its machinists union. Boeing deliveries 92 737s during the quarter,… Read More

Boeing Financial Analysis – Inventory Q1 2024

Subscription Required By the Leeham News team April 29, 2024, © Leeham News: The Boeing Co (BA) released its financial results on April 24 for the first quarter of this year. BA relies heavily on Program Accounting to… 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

UPDATED: Boeing says it still will deliver up to 450 737s this year

By Bryan Corliss April 26, 2023, © Leeham News — Boeing says it will increase rates on the 737 line in Renton to 38 a month to maintain its plan to deliver between 400 and 450 737 MAX… Read More

Pontifications: One step forward, two steps back for Boeing

March 14, 2023, © Leeham News: There is a phrase in the US about the politician’s dance: one step forward, two steps back and a sidestep. I couldn’t help but this about this dance step in connection with… Read More

A deep dive into the twin-aisle market

Subscription Required By Vincent Valery Introduction   Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More

Boeing to add 4th 737 FAL at underutilized Everett plant

Subscription Required By Scott Hamilton Jan. 30, 2023, © Leeham News: Boeing will establish a fourth final assembly line (FAL) for the 737 in the vast Everett (WA) assembly plant in 2024. The company announced the move internally… Read More