Leeham News and Analysis
There's more to real news than a news release.
Boeing’s Ortberg’s first year as CEO: progress, but lots remaining to do
By Scott Hamilton Analysis Aug. 8, 2025, © Leeham News: Today is the one-year anniversary of Kelly Ortberg stepping into what is probably the most challenging career move of his professional life: becoming the chief executive officer of… Read More
Boeing adds back deferred production costs for 777X in 1H2025
Subscription Required By Karl Sinclair August 5, 2025, © Leeham News: Boeing boosted program deferrals in the second financial quarter on the 777X and 737 MAX, shifting costs around, which had the effect of improving the profit-and-loss picture… Read More
At long last, Boeing appears near certification and EIS for 777X
Subscription Required By Scott Hamilton July 14, 2025, © Leeham News: Boeing is still months away from receiving certification of its newest, largest jet—the 777-9—and the company didn’t bring one of the test airplanes to the Paris Air… Read More
Five for Five: Air India crash points to systemic problems at Boeing that CEO Ortberg must fix
By Scott Hamilton June 15, 2025, © Leeham News, Le Bourget, France: The Paris Air Show was supposed to be another step, however small, in Boeing’s way back from six years from crisis after crisis, safety and quality… Read More
Boeing CEO: Lessons learned are key to certification of 737-7/10 and 777X
By Karl Sinclair Analysis June 2, 2025, © Leeham News: Boeing CEO Kelly Ortberg believes that lessons learned from the 737 MAX crisis and subsequent in-depth oversight by the Federal Aviation Administration (FAA) are key to certifying the… Read More
Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help
By Karl Sinclair March 20, 2025, © Leeham News: Boeing (BA) Executive Vice President and Chief Financial Officer (CFO) Brian West, was optimistic about Boeing’s path for recovery and appeared unworried about any near-term impacts of tariffs imposed… Read More
Boeing Deferred Production Costs: $39bn since 2019 MAX grounding, $22bn for 737
By Karl Sinclair Feb. 04, 2025, © Leeham News: The Boeing Company (BA) released its 2024 FY Annual Report this week and as expected, it was awash with red ink. On the Jan. 28, 2025, earnings call, CFO… 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