Leeham News and Analysis
There's more to real news than a news release.
787 production ramp may be faster; softer 2013 orders expected
Credit Suisse and UBS issued notes on Boeing today. Here are excerpts. Key points: production ramp up on the 787 may go faster than expected; Boeing continues to consider a rate higher than 10.mo for the 787; 2013… Read More
SPEEA to members: reject Boeing contract offer
Late Monday, SPEEA, the engineers union, issued this press release urging members to vote down a contract offer from Boeing. SEATTLE – On Monday, Sept. 17, the SPEEA Professional and Technical Bargaining Unit Councils voted to send Boeing’s… Read More
Odds and Ends: More on EADS-BAE; surviving crashes
EADS-BAE: NOW that a few days have passed since the announcement BAE and EADS want to combine, here’s some more worldwide press: Reuters: Government demands could make or break deal. Interactive Investor: Merger will advance EADS military goals…. Read More
US Defense sequestration: USAF tanker on hit list
The White House issued a 394 page report on what defense programs are subject to sequestration. The USAF tanker replacement–a program won by Boeing in a bitter contest–is on the hit list (PDF Page 274, document page Appendix… Read More
Boeing & SPEEA: shifting work brings its own hazards–and costs
Boeing & SPEEA: As we routinely do when it comes to trying to understand rhetoric of two warring parties (usually Airbus and Boeing but in this case SPEEA and Boeing), we reach out to third parties. We asked… Read More
Is Boeing Chicago misreading the SPEEA mood–as it did IAM 751 in 2008?
There have been many articles this week detailing the increasingly contentious, evolving situation in the contract negotiations between Boeing and the engineers union, SPEEA. We’ve previously written that this wasn’t going to be a love-fest. And it isn’t…. Read More
737-900ER sales pass 500; silk purse out of sow’s ear
Here is a story we did way back in May 2011. Here is Boeing’s press release today.