Leeham News and Analysis
There's more to real news than a news release.
Boeing 777 production gap remains challenging
Subscription Required. Introduction May 5, 2015: c. Leeham Co. The order for 10 Boeing 777-300ERs last month by United Airlines was a welcome addition to the backlog for the Classic line, but it remains a struggle for Boeing… Read More
Challenges working against A330ceo production goal
Subscription Required Introduction March 23, 2015, c. Leeham Co. Airbus faces a production gap for the A330ceo and has twice announced reductions in the rate: first, from 10/mo to 9/mo in 4Q2015 and then again to 6/mo in… Read More
Challenges working against 777 Classic production goal
Subscription Required Introduction March 22, 2015, c. Leeham Co.: The aerospace analyst team at Wells Fargo last Thursday predicted a production rate cut for the Boeing 777 Classic despite continued statements by Boeing it will maintain production at… Read More
Pontifications: Boeing cracks open door to 777 production rate cuts (or not)
March 8, 2015: Boeing cracked open the door March 5 to a production rate reduction on the 777 Classic, the first time since launching the 777X in 2013 that officials have publicly deviated from their insistence the current… Read More
Boeing earnings conference call: We’re in better and stronger position than ever, says McNerney
See here for initial analyst reaction before the earnings call. Boeing is entering 2015 better and stronger than at any time in recent history, said CEO Jim McNerney at the start of the Boeing earnings call today on… Read More
Muilenburg’s challenges as Boeing CEO
Subscription Required. Now open to all readers Introduction Jan. 27, 2015: Dennis Muilenburg has been the No. 2 at The Boeing Co. for a little more than a year. He was named vice chairman, president and COO in… Read More
Boeing sees little impact from fuel on orders
Jan. 13, 2015: Boeing sees little impact on orders from the falling fuel prices. In a tele-press conference this morning, Randy Tinseth, vice president of marketing, said recent history shows that even as fuel prices went down, the… Read More