Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Back to drawing board on NMA, Boeing’s CEO says
Jan. 27, 2020, © Leeham News: Back to the drawing board. So to speak. There is no drawing board, of course, but, rather, computer design. In his first media conference last week as president and CEO of The… Read More
Third time is the charm: 777X takes to the sky today
By Scott Hamilton Jan. 25, 2020, © Leeham News: The third time was the charm. After being rained out Thursday and scrubbing the first flight Friday due to high winds, Boeing successfully launched the 777X into the air… Read More
First flight of Boeing 777-9 today, weather-dependent
By Scott Hamilton Jan. 24, 2020, © Leeham Co.: In a year filled with bad news, Boeing finally had something good to crow about. The 777-9’s first flight is today. It comes about a year late, due to… Read More
With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained.
By Bjorn Fehrm Subscription Required Introduction January 23, 2020, © Leeham News: The last three-quarters of non-delivered Boeing 737 MAX production exposes the internals of an airliner OEM as seldom before. The second, third and eventually fourth quarterly… Read More
Analysts react negatively to Boeing slip of MAX recertification
Jan. 22, 2020, © Leeham News: Boeing’s announcement yesterday that it does not expect recertification of the 737 MAX until mid-year drew generally negative responses from Wall Street aerospace analysts. More charges and costs to Boeing and the… Read More
Environment and aviation, a gap between aspirations and reality
Subscription Required By Vincent Valery Introduction Jan. 20, 2020, © Leeham News: Talks about climate change and the need to reduce human-induced carbon emissions are nowadays a daily occurrence in Western media. After years of faster-than-trend growth in… Read More
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More
Certification process for 777X is another hurdle for Boeing
By Scott Hamilton Jan. 16, 2020, © Leeham News: Certification of the Boeing 777X is far off. The airplane’s first flight hasn’t occurred. There is no date announced when it will, but sources suggest it could be this… Read More
How far can Boeing’s remaining cash cow, the 787, pay the company bills, Part 2?
By Bjorn Fehrm Subscription Required Introduction January 16, 2020, © Leeham News: Last week we started the analysis of how much margin the Boeing 787 program is generating to cover the costs for The Boeing Company’s Commercial Airplanes… Read More
Boeing hasn’t hit bottom yet. Neither have suppliers.
By Scott Hamilton Analysis Jan. 15, 2020, © Leeham News: The extent of the damage to Boeing from the 737 MAX crisis still is unfolding. Billions of dollars in new costs and charges are expected to be announced… Read More