Leeham website updated 4/29

Our Corporate Website has been updated with a new Commentary, News Articles and the Boeing Conference Call transcript. This week we examine the pledge by Boeing CEO James McNerney to tone down the rhetoric in Boeing’s protest of… Read More

Profile on Boeing’s McNerney

The Wall Street Journal’s Lynn Lunsford has a good piece on what Boeing’s CEO, Jim McNerney is doing about the 787 and KC-X and how McNerney views things at the moment. It’s a rare interview granted by the… Read More

News on the tanker, 787, Boeing earnings

The last 24 hours have been busy news days on the tanker and the 787. Reuters published a story yesterday about the Air Force calling the CEOs of Boeing and Northrop Grumman on the carpet for the vitriolic… Read More

Sorting out reports of new 787 delay

For anyone who has picked up the reports on Yahoo or Google News about the Focus magazine story of another potential round of 787 delays, and Boeing’s response Sunday denying the report, this all must be very confusing…. Read More

Ominous development for Northrop’s tanker

An ominous political development for the Northrop tanker award by the USAF may be developing in the US Senate. An article today in The Washington Post discusses the future of Sen. Robert Byrd, chairman of the Senate Appropriations… Read More

Boeing Commercial plans for KC-767 protest rejection

Another in a series of cartoons from The Mobile Press-Register’s JD Crowe. The reference to flying tricycles is to a comment a Boeing official made about Northrop Grumman’s planned production model for the KC-30 was like building tricycles… Read More

Qantas again reveals penalties

When the Airbus A380 was delayed two years, everyone from airplane geeks to airlines and Boeing wondered what kind of penalties Airbus would have to pay. Australia’s Qantas, apparently from a regulatory filing, revealed at the time that… Read More

Leeham Co. website updated 4/15

Our Corporate Website has been updated for this week. We discuss what’s perceived by many as Boeing’s scorched earth approach to its protest over the tanker award to Northrop Grumman; and we expand our previous discussion on the… Read More

Tanker wars, continued

Boeing and Northrop continue their tanker public relations war. Boeing fired off this press release about the KC-767’s “survivability” vs. the Northrop KC-30. Northrop fired off a release about jobs, steering people to a 3 1/2 minute National… Read More

Lost 787 Revenue: WAG $30bn

The WAG estimate for lost revenue to Boeing for the delays of the 787 program is around $30 billion through 2013, based on some production estimates from a Goldman Sachs report issued this morning. Goldman predicts $3 billion… Read More