Leeham News and Analysis
There's more to real news than a news release.
Boeing’s Calhoun completes first year as CEO
By the Leeham News Team Jan. 13, 2021, © Leeham News: Today marks the first anniversary of David Calhoun becoming CEO of The Boeing Co. Calhoun’s first year faced challenges unprecedented in Boeing’s history. There was the 737… Read More
Outlook 2021: Boeing needs boring, Airbus looks for recovery
Subscription Required By Scott Hamilton and Vincent Valery Introduction Jan. 5, 2021, © Leeham News: What’s in store for Airbus and Boeing this year? Boeing needs a boring year. Airbus is clearly better positioned than Boeing. Twenty-twenty one… Read More
Podcast: 10 Minutes About the Boeing 777X777X, Vincent Valery
Dec. 28, 2020, (c) Leeham News: Today LNA discusses 10 Minutes About the Boeing 777X. Something that should have caught Boeing’s attention at the time of the 777X launch was the lack of interest from two key customer… Read More
Pontifications: Don’t lose sight of the future, says top Boeing exec
Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More
Boeing further trims 787 production; now sees 5/mo in 2021
By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More
Updating Airbus and Boeing Orders At Risk
Subscription Required By Vincent Valery Introduction Nov. 23, 2020, © Leeham News: It’s time to update the analysis on Airbus and Boeing orders at risk for delivery under the “weak customer” doctrine. Under a US accounting rule known… Read More
HOTR: Airbus, Boeing R&D spending continues decline
By the Leeham News Team Nov. 5, 2020, © Leeham News: Research and Development spending by the Airbus and Boeing commercial units declined year-over-year. The movement is in keeping with cost-cutting by the Big Two OEMs. For Airbus,… Read More
Pontifications: Certification timing may push EIS for 777X
Nov. 2, 2020, © Leeham News: Throughout the 737 MAX investigations and recertification process, former Boeing CEO Dennis Muilenburg said there would be no delay on 777X certification. On Boeing’s earnings call last week, Muilenburg’s successor, David Calhoun,… Read More
Twin Aisle Deliveries: The Good, the Bad, and the Ugly
Subscription Required By Vincent Valery Introduction Oct. 19, 2020, © Leeham News: LNA published last week an update on the latest 737 MAX production and delivery plans. This week, we turn our attention to the twin-aisle programs at… Read More