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
What’s the next new aircraft, Part 5
By Scott Hamilton and Bjorn Fehrm July 31, 2025, © Leeham News: We wrap up our five-part series today on What’s the Next New Airplane in the coming decades. We now look at Airplanes 9-13 in Figure 1… Read More
Boeing ponders 16/mo production rate for 787
By Scott Hamilton July 16, 2025, © Leeham News: Boeing is considering boosting the production of its 787 widebody jet to 16/mo, LNA has learned. This record rate would be at its Charleston (SC) plant and would exceed… 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’s 2025 annual safety report due this month
By Scott Hamilton May 20, 2025, © Leeham News: Boeing will release its fourth annual safety report this month. The first was in 2022. The document is the Chief Aerospace Safety Officer Report (CASO Report). Previous CASO reports… Read More
Boeing wants to remarket China’s airplanes. It’s costly and time consuming.
China has 130 Boeing airplanes that are identified in the Boeing backlog. On last week’s earnings call, officials said China accounts for 10% of its backlog of 6,319 aircraft as of March 31. This means there are about… 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