Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Teamsters, Boeing have a new contract April 29, 2025
- Boeing wants to remarket China’s airplanes. It’s costly and time consuming. April 28, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 19. April 25, 2025
- How good is the C929? Part 2. April 24, 2025
- Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified” April 24, 2025
Wake up notice to IAM, SPEEA and WA State
The news that Boeing is leaning toward proceeding with a new airplane instead of a re-engined 737 serves as yet another wake-up call for Boeing’s labor unions and Washington State officials to get their act together. As we… Read More
KC-X’s latest twist: Contract after the election
Update, May 5: The Pentagon denied the Defense News story. Here’s Defense News’ own report. Original Post: In a move that probably surprises no one, the Defense Department says it will issue the contract for the KC-X on… Read More
Tit for tat on KC-X
Stephen Trimble of Flight Global has EADS’ opening shot on talking point in Congress. It is brutally frank and takes off the gloves often kept on by Northrop Grumman in the KC-X competition. We’ve seen–but do not yet… Read More
787, A350 “way over-ordered,” says UBS
In an analysis that might create heartburn for any number of people at any number of levels, David Strauss and his aerospace team at UBS Securities issued a report Tuesday (April 27) that concludes the next-generation of airplanes–the… Read More
Boeing’s 1Q2010 results
Boeing released its first quarter results today. Here is the press release. Here is the 12 page PDF financial presentation. Earnings call begins:
US favors negotiating trade dispute
Crain’s Chicago Business reported yesterday (April 6) that US Trade Rep. Ron Kirk wants to negotiate an end to the EU-US trade dispute over Airbus and Boeing subsidies. We only just spotted this–there hadn’t been any pick-up by… Read More
Boeing seeks cybersecurity recruits
Boeing’s Defense unit created a cybersecurity division a few years ago as the company recognized the growing threat to national security and the need to diversify from traditional weaponry with changing defense needs. Here is a story today… Read More
777 production spotlighted
The latest issue of Boeing Frontiers, the company magazine, spotlights the Lean Production line for the 777. This follows the years-long conversion for the 737 line. We have always felt these Lean Production methods are one of the… Read More
DOD is within its rights to extend tanker deadline
It was predictable that Boeing supporters would become apoplectic when the Defense Department said it will extend the May 10 deadline 60 days to July 9 should EADS decide to submit a bid for the KC-X program, but… Read More