Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Union scourge Frank Lorenzo at last tells his story in “Flying for Peanuts” September 10, 2024
- Slow production ramp up, international sanctions slow C919 progress September 9, 2024
- Boeing, IAM reach tentative agreement on new contract September 8, 2024
- Bjorn’s Corner: New engine development. Part 23. Development risks. September 6, 2024
- If a strike occurs, here’s what Boeing can do September 5, 2024
Farnborough, Day 1: Boeing jumps to orders lead; De Havilland puts new life into the Dash 8-400
July 22, 2024, © Leeham News: Boeing was the clear winner in the orders announcements today at the Farnborough Air Show. The beleaguered company announced orders, options, and commitments for 78 aircraft (see chart). Rival Airbus announced a… Read More
Pontifications: Tombstone mentalities and Fantasy Land
By Scott Hamilton Analysis April 30, 2024, © Leeham News: David Calhoun, the CEO of The Boeing Co., put this right at the top of an employee message and the 1Q2024 earnings call last Wednesday: “Since Jan. 5,… 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
Better transparency needed on Boeing’s 1Q earnings call
Subscription Required By Scott Hamilton Analysis April 22, 2024, © Leeham News: Boeing reports its first quarter financing results on Wednesday. It’s not going to be pretty. But how “transparent” will CEO David Calhoun and CFO Brian West… Read More
Boeing unlikely to meet FAA’s 90-day deadline for new safety program
By Scott Hamilton April 18, 2024, © Leeham News: Boeing appears unlikely to meet a 90-day deadline to submit a comprehensive plan to address safety concerns, insiders tell LNA. The Federal Aviation Administration (FAA) on Feb. 28 gave… Read More
Boeing defends 787, 777 against whistleblower charges
By Scott Hamilton April 17, 2024, © Leeham News: A whistleblower appeared before the US Senate today recommending that the entire fleet of Boeing 787s be grounded until inspections can be performed to assure safety. The whistleblower, Sam… Read More
Production rates below Boeing’s claim, low supplier confidence
Subscription Required By Scott Hamilton Feb. 15, 2024, © Leeham News: The Federal Aviation Administration (FAA) may have told Boeing it won’t allow product rate increases on the 737 MAX lines, or the addition of the North Line… Read More
Boeing’s orders and deferred production costs: a deeper look
Subscription Required By Judson Rollins Introduction Feb. 5, 2023, © Leeham News: After last week’s release of the 2023 annual report for Boeing, we undertake our annual analysis of at-risk deals on the OEM’s books. This year, we… 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