Leeham News and Analysis
There's more to real news than a news release.
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
Heading toward year-end, Airbus maintains lead in narrowbody orders but Boeing commands the widebody sector
Subscription Required By Scott Hamilton Oct. 13, 2025, © Leeham News: As the commercial airliner industry sprints to the end of this year, Boeing remains the champion in the widebody, twin-aisle sector with a commanding lead over Airbus…. Read More
Perspective on Boeing’s 737 replacement
By Scott Hamilton Sept. 30, 2025, © Leeham News: The Wall Street Journal billed the story as an exclusive, and it did contain details previously unreported. But the fact that Boeing is working on a 737 replacement isn’t… Read More
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