Leeham News and Analysis
There's more to real news than a news release.
Excerpt: The Rise and Fall of Boeing and the Way Back
Oct. 7, 2025, (c) Leeham News: Boeing’s decline into the existential crisis that befell the company in March 2019 was decades in the making. The 1997 merger with McDonnell Douglas Corp. is pegged as the tripping point. But… Read More
JetZero CEO Lands A Silicon Valley Mindset at U.S. Chamber of Commerce Global Aviation Summit
By Chris Sloan Sept. 17, 2025, © Leeham News: At the U.S. Chamber of Commerce Global Aerospace Summit, Tom O’Leary, CEO and Co-Founder of JetZero, made clear that his company is bringing something different to commercial aviation: a… Read More
Pontifications: Southwest’s core problems are not solved by business model changes-yet
March 19, 2025, © Leeham News: I’ve been reading hand-wringing opinion pieces in recent weeks—especially last week—about the changes at Southwest Airlines. Beginning with its first layoffs in its 50+ years of 1,700 headquarters staff through last week’s… Read More
Boeing’s shareholders: which do you prefer? Dilution or bankruptcy?
By Scott Hamilton Sept. 23, 2024, © Leeham News: A Wells Fargo analyst calculated The Boeing Co. might have to issue 190 million shares of stock to get itself out of the financial mess it’s in. At the… Read More
This week Boeing must deliver on safety–again
By the Leeham News Team Analysis May 28, 2024, © Leeham News: Boeing’s FAA-mandated plan to improve its safety culture is due this week. Following the Jan. 5 accident involving Alaska Airlines Flight 1282 and a year-long safety… Read More
Pontifications: Boeing “transparency”–not so much.
April 9, 2024, © Leeham News: “Since [Aircraft Certification, Safety, and Accountability Act] ACSAA became law, Boeing has supported implementation of the legislation, including providing full transparency for the FAA’s expert review panel in its evaluation of our… Read More
Boeing’s safety improvement since the 2018-19 MAX crisis needs more work
Editor’s Note: This story was written before the release yesterday of an independent Expert Panel appointed by Congressional mandate to review Boeing’s safety culture. The report may be downloaded here: Boeing Safety Study by FAA Panel 2-26-24 By… Read More
Ultimately, Congress is responsible for mess at FAA, Boeing, Spirit, et al
Editor’s note: Mondays are ordinarily paywall days. Because of the nature of this topic, today’s article is a freewall post. By Scott Hamilton Commentary Feb. 26, 2024, © Leeham News: There’s no getting around the culpability of the… Read More
Ryanair, Southwest, United take biggest hit from FAA cap on 737 MAX production
By Scott Hamilton Feb. 16, 2024, © Leeham News: When the Federal Aviation Administration (FAA) put a freeze on Boeing 737 production rates at the currently approved 38/mo level, LNA revealed that hundreds of orders will face delivery… Read More
Culture change needed at Boeing; labor contract talks begin in March and could lead the way
A Leeham News Editorial Jan. 29, 2024, © Leeham News: If Boeing is to emerge from its latest crisis unscathed, it will need to commit to a culture change. That’s the consensus of industry watchers, and it’s one… Read More