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

What is an ODA and why is it critical to understand it

By the Leeham News Team Feb. 14, 2024, © Leeham News: In Congressional hearings last week, the administrator of the Federal Aviation Administration (FAA) said the agency will retain an outside organization to review whether its oversight of… 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