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
Pontifications: Airbus almost certain to be hurt by MAX crisis
Jan. 6, 2020, © Leeham News: This may be the year that Airbus is hit with the negative consequences of the Boeing 737 MAX crisis. Most observers see Airbus benefitting with greater A320 family sales while the MAX… Read More
Analysis: Boeing’s priority after recertifying, delivering MAX: remake the Board
Editor’s Note: Just last night I wrote this piece for publication on Jan. 6 as Pontifications. The news today of Dennis Muilenburg’s ouster causes acceleration. By Scott Hamilton Jan. 6, 2020, Dec. 23, 2019, © Leeham News: Boeing’s… Read More
Analysis: Calhoun’s insider status raises question: is he the one to pull Boeing out of its dive?
Analysis By Scott Hamilton Dec. 23, 2019, © Leeham News: The Boeing Board of Directors has fired Dennis Muilenburg. Board chairman David Calhoun was named president and CEO, effective next month. The delay is required while Calhoun resigns… Read More
Breaking News: Muilenburg out, Calhoun becomes president and CEO, Kellner named chairman
Dec. 23, 2019: Boeing press release: (Leeham News analysis to come.) New Leadership to Bring Renewed Commitment to Transparency and Better Communication With Regulators and Customers in Safely Returning the 737 MAX to Service CHICAGO, Dec. 23, 2019… Read More
Pontifications: There was other news in 2019 besides MAX. Really.
Dec. 23, 2019, © Leeham News: The Boeing 737 MAX crisis clearly dominated the news this year. It’s felt like the aviation stories have been all-MAX, all-the-time. Believe it or not, there was aviation news other than the… Read More
Boeing union creates strike fund for 2024 contract negotiations
Dec. 21, 2019, © Leeham News: The International Association of Machinists District 751, the touch-labor union at Boeing’s Seattle-area plants, launched a campaign for a strike fund this week. The current labor contract expires in September 2024, five… Read More
Minimum 3-6 month 737 MAX production shutdown seen
By Scott Hamilton Dec. 17, 2019, © Leeham News: Boeing announced yesterday a suspension in production of the 737 MAX line. It didn’t put a timetable to the shutdown. But one aerospace analyst predicts the shutdown will be… Read More
Analysts align in reaction to MAX production suspension
Dec. 17, 2019, © Leeham News: Wall Street analysts were fairly aligned in their reaction to Boeing’s decision to suspend production. Below are excerpt of some of the research notes received by LNA:
Pontifications: MAX RTS, Emirates 777X order, Suspending 737 production, more
Editor’s Note: News reports Sunday indicated Boeing is considering reducing or suspending production of the 737 MAX. LNA reported this possibility Dec. 11. While Sunday’s reports suggest Boeing will halt production, LNA is told a rate cut to between 10-20… Read More