Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Boeing First Quarter Results: Tariffs, Return flights, $10.55bn asset sale April 23, 2025
Vote ‘Yes’ on IAM contract; SPEEA talks begin
The IAM union at Boeing votes Saturday (Nov. 1) on the revised contract offer presented by Boeing. It’s time to vote ‘yes,’ and get the union members back to work, production lines going again and Boeing customers their… Read More
Assessing the settlement
Update, October 30: Seattle post-Intelligencer: Bill Virgin, an astute business columnist, opines on who won and who lost in the strike settlement. Update, 5:00 PM: Here is a 17 minute podcast about the settlement with Richard Aboulafia, Scott… Read More
Details of IAM-Boeing settlement
October 28: STATEMENT FROM DBR TOM WROBLEWSKI: This synopsis reflects the highlights of the issues that you identified: job security, wages, pension and health care. This is just a summary of some highlights, we will be providing additional… Read More
Breaking News: Tentative Deal, IAM-Boeing
8:00 PM PDT Seattle Post-Intelligencer: Aerospace writer James Wallace has one of the first, comprehensive reports following the tentative settlement between the IAM and Boeing. Bloomberg News has this report. 9:00 PD PDT: So where do things go… Read More
Obama considers dual tanker buy
The US Air Force AIM online newsletter reported October 24 that presidential candidate Barack Obama is considering a dual tanker purchase. The article is here. The same publication has another story quoting a retired general as saying delaying… Read More
Week 8: IAM-Boeing strike
October 27: SPEEA, the engineers union at Boeing, starts its table negotiations tomorrow. Michele Dunlop of The Everett Herald has a good summary of the issues. At the moment, things look rather bleak and a strike by SPEEA… Read More
Boeing 3Q results, earnings call
Boeing announced its third quarter/nine month results today. The full press release with the results may be found here. Boeing’s 11-page PDF slide show that goes with the conference call may be found here. The full earnings call… Read More
Corporate Website updated 10/21
This week we take a look at the complaints filed against Airbus and Boeing at the WTO. Decisions were expected months ago–where are these? Check this comment out at our Corporate website. We also talk about the shrinking… Read More
Week 7: IAM-Boeing strike
October 24: Day One of the resumed negotiations between the IAM and Boeing has come and gone with no news of progress or stalemate. Boeing stock closed up 8% yesterday, presumably on hopes of a settlement, but we… Read More
AA: getting early delivery positions
With Boeing’s 787 line sold out to 2017 or 2020 (depending on which aerospace analyst you believe), how did America get early positions? Here’s what we wrote for Commercial Aviation Online (paid subscription only) yesterday. We had to… Read More