Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
- Tariffs Tumult Takes Over GE Aerospace Q1 2025 Earnings Call April 22, 2025
- Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles April 22, 2025
- Hopes for 1Q financial progress turns into bumpy ride for Boeing April 21, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 18. April 18, 2025
IAM approves Boeing contract 74%
IAM 751 tonight approved a new, four-year contract with The Boeing Co, extending labor peace to 2016. The union and the company negotiated the contract nearly a year early, an unprecedented move in Boeing-IAM relations. The vote passed… Read More
Boeing’s Albaugh hints at 12/mo rate for 787
The chief executive officer of Boeing Commercial Airplanes Wednesday hinted at increasing production rates of the 787 beyond the committed 10 per month to 12 a month. Jim Albaugh, speaking at the Credit Suisse Aerospace conference, reiterated plans… Read More
787: Breaking Even, Operating Costs and Worldwide tour
The Everett Herald Nov. 27 had an interesting article assessing the break-even of the Boeing 787. The article neatly summarizes what Boeing CFO James Bell described on the 3Q earnings call. The Herald’s article is slightly out of… Read More
Bankruptcy fears swirl again around American Airlines
With bankruptcy fears swirling again around American Airlines, some questions arise what happens to the orders AA has with Airbus and Boeing if the carrier goes into Chapter 11. This hand-wringing piece paints a dire picture for Boeing…. Read More
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More
More analysis on 787 accounting block, break-even
Update: Javier has answered (or responded to, depending on your viewpoint) many of our reader comments here. Original Post: A blog of which we were previously unaware came to our attention late last week that has the best,… Read More