Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Slow production ramp up, international sanctions slow C919 progress September 9, 2024
- Boeing, IAM reach tentative agreement on new contract September 8, 2024
- Bjorn’s Corner: New engine development. Part 23. Development risks. September 6, 2024
- If a strike occurs, here’s what Boeing can do September 5, 2024
- China banks on C919, but numbers say it still needs Boeing September 2, 2024
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
Pontifications: Boeing wins certification of KC-46A; B-52 MRO model may be key to profits
Sept. 10, 2018, © Leeham News: While Boeing Commercial Aircraft grapples with more than four dozen unfinished 737s clogging the space at Renton Airport and Boeing Field, Boeing Defense had some good news last week: The KC-46A received… Read More
Airbus Business Line Services ramping up
Subscription Required Introduction Aug. 13, 2018, © Leeham News: While Boeing aggressively pushes its new business unit, Boeing Global Services (BGS), on a trajectory for a $50bn revenue target in 10 years, Airbus quietly has its own services… Read More
777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king
Subscription Required Introduction Aug. 6, 2018, © Leeham News: The surge of orders at the Farnborough Air Show for Boeing 777 and 747-8 freighters is welcome news for Boeing, which still had production gaps to bridge between the… Read More