Leeham News and Analysis
There's more to real news than a news release.
Northrop wins, Boeing/Lockheed lose bomber contract
Oct. 27, 2015: Northrop Grumman, builder of the B-2 bomber in the USAF inventory, was awarded the contract to build the next generation long-range bomber, which is yet to be named. For the moment, we’ll call it the… Read More
Pontifications: Is the end in sight for program accounting?
Oct. 26, 2015, © Leeham Co.: Is the end of program accounting, the staple of The Boeing Co. profit and loss reporting, on its way out? It is in Europe, where it is called contract accounting, the end… Read More
Do the Boeing 787 sums add up, Part 2
By Bjorn Fehrm Subscription required. Introduction Oct. 22, 2015, ©. Leeham Co: This is an update on our article about Boeing 787 program costs now that Boeing has presented its 3Q 2015 results. It was a good quarter for… Read More
Boeing 3Q15 earnings call
Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More
Boeing 3Q result positive; first analyst take
Oct. 21, 2015: Boeing reported a strong 3Q2015, with good cash flow and above-consensus revenue. 787 deferred production rose but less than some analysts predicted, yet in-line with International Institute for Strategic Leadership. The press release is here…. Read More
Is FedEx poised to order 777Fs?
Oct. 20, 2015. (c) Leeham Co.: Two developments at FedEx may give a boost to Boeing’s slow-selling 777 Classic program. Pilots approved a six year contract that had been open for some time. Pay increases an average of 10%… Read More
Do the Boeing 787 sums add up?
By Bjorn Fehrm Subscription required. Introduction Oct. 19, 2015, ©. Leeham Co: Boeing presents its Q3 2015 results on Wednesday. This is a hotly awaited presentation, as analysts then will get another data point in their quest to understand… Read More
Delta Air sees 777 surplus developing
Subscription required. Oct. 14, 2015, © Leeham Co.: Delta Air Lines sees a major surplus of young Boeing 777s developing in the near term as key operators plan to let the aircraft go from leases or retirements. The looming… Read More