Leeham News and Analysis
There's more to real news than a news release.
Boeing investors day: Smith: becoming a global industrial champion
May 11, 2016: Boeing strives to be a global industrial champion, not just against its peer group, says Greg Smith, the chief financial officer of The Boeing Co. Boeing has a continuing commitment to returning cash to shareholders, repurchasing… Read More
Boeing investors day: Muilenburg: we cannot stand still
May 11, 2016: Boeing is in the strongest position it’s ever been but Boeing cannot stand still, says Dennis Muillenburg, chairman and CEO of The Boeing Co. Customers want high value and low costs. “Our goal is… Read More
Airbus, Boeing split YTD orders leads
May 10, 2016: Airbus and Boeing split the leads for orders year-to-date through April 30 (May 2), following the monthly total released today by Airbus. Airbus led in wide-body orders by a wide margin. Boeing thumped Airbus in… Read More
Pontifications: Derivatives at Boeing
May 9, 2016, © Leeham Co.: Last week proved to be significant when the CEO of The Boeing Co. and the head of the 737 MAX program each said the company is looking at revising its smallest member… Read More
Boeing 1Q results reveal “underlying strength”
April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… Read More
Boeing takes new charges on tanker, 747-8
April 27, 2016: Boeing took new charges on the KC-46A tanker and 747-8 programs, but not on the 787, its first quarter financial results announced. Boeing took a $162m pre-tax charge on the tanker at Boeing Commercial airplanes…. Read More
Airbus deliveries first USA-made A321ceo, to JetBlue
April 25, 2016: The first Airbus A320 family aircraft assembled at the Airbus Mobile (AL) plant was delivered today to jetBlue. The A321ceo, which the airline named BluesMobile, is the first of 10 A321s now in production at the plant. Eight… Read More
737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market
Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
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