Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How Trump tariffs affected, and could affect, Airbus, Boeing and Embraer December 6, 2024
- Start-up hybrid plane OEM MAEVE teams with MHIRJ for sales, more December 5, 2024
- Production increase delays hurt Airbus costs December 2, 2024
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
Boeing: Breaking Up is Hard to Do
Subscription Required By Karl Sinclair Oct. 14, 2024, © Leeham News: As newly minted CEO Kelly Ortberg struggles to deal with striking workers from the International Aerospace Machinists (IAM) union in the Seattle and Portland (OR) areas, calls… Read More
Where and who will be laid off in Boeing reset?
By Scott Hamilton Oct. 14, 2024, © Leeham News: As Boeing prepares to lay off about 10% of its workforce of 170,000 employees, the key question remains unanswered: Who and where will the layoffs come from? Boeing didn’t… 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
Analysis: Boeing’s BCA problem
Subscription Required By the Leeham News Team July 17, 2023, © Leeham News: The Boeing Co. (BA) reports its second quarter earnings next week. The company continues to struggle with challenges, mostly but not entirely at Boeing Commercial… Read More
McAllister out, a new Deal at Boeing Commercial Airplanes
By Scott Hamilton Analysis Oct. 23, 2019, © Leeham News: Kevin McAllister’s departure yesterday as CEO of Boeing Commercial Airplanes comes as no surprise. Only the timing—now instead of next year, as was widely surmised—caught people off guard…. Read More
Boeing expects another banner year for customers
By Dan Catchpole Danieljcatchpole[at]gmail[dot]com Feb. 13, 2019, © Leeham News: Boeing Commercial Airplanes expects another banner year in 2019, Randy Tinseth, BCA vice president of marketing, said Tuesday at the PNAA conference. The airplane maker expects its customers… Read More
Pontifications: Countdown to decision on Boeing’s NMA, Part 1
Jan. 14, 2019, © Leeham Co.: Two thousand nineteen begins with increasing focus on whether Boeing is going to launch the New Midmarket Aircraft (NMA, aka 797). Signs all point to a program launch, perhaps at the Paris… Read More
Pontifications: Market Intelligence from NY
Oct. 22, 2018, © Leeham News: I was in New York City last week for a series of meetings. Here’s what “the street” is talking about. I make no judgment calls about whether the thoughts are on target… Read More
Boeing’s transition in supply chain management aims to save hundreds of millions of dollars
Subscription Required Now open to all readers. Introduction Oct. 8, 2018, © Leeham News: As Boeing moves toward more automation, digital twins and 3D printing to streamline manufacturing and reduce costs, behind the scenes another major initiative has… Read More
Pontifications: “Enterprise P&L” key to NMA business case
Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More
