Leeham News and Analysis
There's more to real news than a news release.
Change Incorporation, Configuration Control, and the High Cost of Getting It Wrong
Editor’s note: Boeing spent years doing rework on the 737 MAX and the 787 after the former’s grounding following two fatal crashes and the latter’s production flaws. “Shadow factories” began the 737’s rework after the 21-month grounding was… Read More
Boeing says 1Q deliveries will be lower than forecast, but will catch up later
By Scott Hamilton March 17, 2026, © Leeham News: Boeing’s deliveries in the first quarter may be lower than originally forecast, but will catch up throughout the remainder of this year, the company’s chief financial officer said today…. Read More
Iran war threatens Boeing in more ways than just airliner orders
Subscription Required Editor’s note: When LNA is asked about the progress of Boeing’s recovery, we always express a caveat before answering: It depends on events outside Boeing’s control. The Iran war is just such an event. By the… Read More
Dissecting Boeing’s 2025 orders and deliveries
By The Leeham News Team Jan. 16, 2026, © Leeham News: Boeing won more orders than Airbus last year. Airbus delivered more airplanes, given its higher production rates and Boeing’s long, slow path to recovery. But a dissection of… Read More
COMAC struggled in 2025; 2026 won’t be much better
Subscription Required By Scott Hamilton Jan. 15, 2026, © Leeham News: COMAC had a rough year in 2025. It’s unlikely that this year will be much better. COMAC is China’s state-owned commercial aerospace company. It builds the C909… Read More
Boeing reports best airliner delivery year since 2018
By Scott Hamilton Jan. 13, 2026, © Leeham News: Boeing delivered 600 airliners last year, its best year since 2018—the last normal year before the 737 MAX grounding began in March 2020. In 2018, Boeing delivered 813 airliners…. Read More
Airbus meets revised delivery target in 2025, touts sales performance for A350
By Scott Hamilton Jan. 12, 2026, © Leeham News: Airbus confirmed today that it delivered 793 jetliners last year. This was on a target revised downward from 820 guided at the beginning of the year. A late 2025… Read More
Boeing is on its way back, but there’s a long way to go
Subscription Required By Scott Hamilton and Karl Sinclair Jan. 8, 2026, © Leeham News: Boeing is on its way back. Not to its glory days of engineering prowess. This won’t happen until Boeing develops a new airplane, and… Read More
Boeing CFO Jay Malave: Priorities are debt, investments, then shareholders
By Karl Sinclair Dec. 3, 2025, © Leeham News: Boeing’s chief financial officer outlined the priorities for the use of cash going forward, and it reaffirms what has been obvious but largely unstated: debt reduction is the top… Read More
Impact on Boeing’s China deliveries under Trump’s latest tariff tiff will be minimal
By Scott Hamilton Oct. 23, 2025, © Leeham News: President Donald Trump ratcheted up the trade war with China when he announced on Oct. 12 that a 100% tariff would be levied on imports to the US. This… Read More