Leeham News and Analysis
There's more to real news than a news release.
USAF picks 747-8 for new AF One, first delivery in 2018; end of program likely
The US Air Force has picked the Boeing 747-8 as the replacement for the 747-200-based Air Force One, reports Bloomberg News. The decision comes as absolutely no surprise. The first of two 747-8s will be delivered in 2018,… Read More
Boeing earnings conference call: We’re in better and stronger position than ever, says McNerney
See here for initial analyst reaction before the earnings call. Boeing is entering 2015 better and stronger than at any time in recent history, said CEO Jim McNerney at the start of the Boeing earnings call today on… Read More
Boeing 2014 earnings: $91bn in revenue
Jan. 28, 2015: Boeing issued its 4Q2014 and full year press release this morning; the conference call will be at 10:30am EST. The closely watched 2015 cash flow guidance is more than $9bn. Revenue for 2014 was nearly… Read More
Muilenburg’s challenges as Boeing CEO
Subscription Required. Now open to all readers Introduction Jan. 27, 2015: Dennis Muilenburg has been the No. 2 at The Boeing Co. for a little more than a year. He was named vice chairman, president and COO in… Read More
Rolls-Royce and the leasing market
By Bjorn Fehrm 22 Jan. 2015: When talking to leasing companies at the annual Growth Frontiers 2015 conference in Dublin, Rolls-Royce is the engine manufacturer that is perceived as the least desirable on their airplanes. This has no… Read More
Odds and Ends: AirAsia; Philippine Air, Russia defers
AirAsia: Group CEO Tony Fernandes made appearances on international news programs, providing his first interviews away from the direct events surrounding Flight 8501’s crash. Here is a transcript of his interview on Bloomberg News. The interviews come as… Read More
Muilenburg remains an enigma for unions, commercial development
Jan. 21, 2015. c. Leeham Co. Dennis Muilenburg, vice chairman, president and chief operating officer of The Boeing Co., remains an enigma to Boeing’s largest unions a year after he was elevated to this position from his slot… Read More