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
Boeing stock down in ILFC issues
As any aviation advocate knows, the future of International Lease Finance Corp. is uncertain due to the problems at its parent, AIG. The US government has bailed out AIG for $85 billion (which would fund the acquisition of… Read More
What now for the tanker?
In today’s column we discuss the tanker, how much the IAM strike is costing Boeing every day and how long the strike may last. Out of all the twists and turns in the seven year old effort to… Read More
Week 2, IAM-Boeing strike
As the Boeing strike enters Week 2, we continue our “media watch” for continuing coverage. September 14: Seattle Post-Intelligencer: BCA President Scott Carson hopes talks will resume in a “couple of weeks” and a settlement will come shortly… Read More
Boeing speaks to Morgan Stanley
The Boeing Chief Financial Officer spoke to the Morgan Stanley conference September 10. James Bell is the presenter. Highlights as the presentation proceeds: (Unless there are quotation marks indicating a direct quote, Bell’s comments are paraphrased as we… Read More
Tanker canceled (update 9/12)
Update, Sept. 12: Reuters: EADS threatens no-bid in Round 4. Here we go again. First Northrop threatened a no-bid. Then Boeing. Now EADS. Or not. Now Reuters reports that EADS denies the first story. Chicago Tribune: Obama slams… Read More
Week 1, Boeing-IAM strike
For the duration of the IAM strike against Boeing, we’ll divide updates into weeks (Week 1, Week 2, etc.). Any special, breaking news will be its own posting. The Weekly updates probably will consist of linking significant news… Read More
Tanker countdown-maybe
First it was mid-August, then late August and now it’s supposed to be this week. Pardon our skepticism if the US Department of Defense slips yet again on issuing the Final RFP for KC-X program. We’ll update this… Read More
Breaking News: IAM-Boeing strike is on!
From the IAM website, 3:45pm PDT Sept. 5: The Strike Is On! Brothers and sisters: The strike will commence at one minute after midnight tonight. This Company disrespected the process, bargained illegally and most of all, disrespected the… Read More
Countdown to Midnight for Boeing, IAM
Update, 11:50 AM PDT Sept. 5: Innovation Analysis Group has a 15 minute podcast with Jon Ostrower of Flightblogger. Ostrower is on-site at Everett and Renton and talks about what amounts to an “in-plant strike” by the IAM…. Read More
What’s next at Boeing?
If the IAM didn’t have enough reason before to be concerned about out-sourcing, here’s another: Mitsubishi just announced it’s entered a deal with Boeing for its support in building the MRJ regional jet. The so-called Japanese Heavy is… Read More