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

Skeptics about Boeing’s 737 production rate

By Scott Hamilton Feb. 5, 2024, © Leeham News: The Federal Aviation Administration froze Boeing’s production rate of the 737 MAX at its current level. But just what is this rate? Boeing says it’s 38 airplane per month…. Read More

Pontifications: Moonshot for engines for Next Boeing Airplane may have to wait

Sept. 12, 2023, © Leeham News: The Next Boeing Airplane (NBA) may be a moonshot for CEO David Calhoun, but airlines will probably be reluctant to take a moonshot on the next new engine. Service issues with the… Read More

HOTR: Boeing slammed in absentia at conference

By the Leeham News Team Feb. 9, 2023, © Leeham News: Boeing wasn’t present, but that didn’t stop a succession of speakers and suppliers from slamming the company during the annual meeting of the Pacific Northwest Aerospace Alliance… Read More

Outlook 2023: Labor shortages continue to plague aerospace

Boeing 777 final assembly line in Everett (WA). Credit: Leeham News. Subscription Required By Bryan Corliss Jan. 4, 2023, © Leeham News:  Some aerospace suppliers say the industry is dealing with a shortage of production workers, as well… Read More

Calhoun says next new airplane isn’t about engines, it’s about production

Subscription Required Now open to all Readers. By Scott Hamilton Introduction May 3, 2021, © Leeham News: The Next Boeing Airplane (NBA) will not be driven by propulsion. Rather, a transformation in design and production to dramatically lower… Read More

Pontifications: Long road ahead, but Boeing will recover

May 3, 2021, © Leeham News: Cowen Co. called the Boeing 1Q21 financial results “messy” with questions unanswered. Credit Suisse characterized a “challenging 1Q, though recovery should begin to accelerate.” My take falls in line with Credit Suisse…. Read More