Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- RTX Q1 2025 Earnings: GTF Talk Takes A Back Seat To Tariffs April 22, 2025
Boeing PR on the Tanker Debrief
Boeing: Uncertainty About Process Remains After Air Force Tanker Debrief Friday March 7, 5:52 pm ET ST. LOUIS, March 7 /PRNewswire-FirstCall/ — The U.S. Air Force has completed a debriefing for The Boeing Company (NYSE: BA – News)… Read More
Great analysis of impact of tanker loss
The Puget Sound Business Journal in Seattle has a superb report today on the impact to Boeing (with focus on Puget Sound) of the loss of the tanker contract. Reporter Steve Wilhelm surveys local Boeing suppliers who work… Read More
More bad news for Boeing
It’s a busy Friday. Goldman Sachs’ aerospace analyst reports that power-on for the Boeing 787 will likely slip from March to June and first deliveries from 1Q09 to 4Q09. Production problems continue with airplanes 1-6, with—of all things—wiring… Read More
Analyst predicts new 787 delay
Call it the Boeing 787-380. Reuters reports that Goldman Sachs is predicting another round of delays for the Boeing 787. See the story here.
And the fury continues
The political fury over the USAF award of the KC-45A tanker to Northrop Grumman/EADS/Airbus continues. Sen. Patty Murray (D-WA, our senator, BTW) has made overturning the award her mission in life. We generally support Murray on other issues,… Read More
Bad week for Boeing gets worse
Only two business days went by after Boeing lost the $40bn KC-X tanker contract to Northrop Grumman when word came down from the Pentagon’s top procurement official, John Young, that the military doesn’t need any more Boeing C-17… Read More
Priceless Op-Ed in the SEA Times
An editorial writer for The Mobile Press Register has a priceless, satirical op-ed piece in The Seattle Times about the tanker award. Read it here.
Business Week to Boeing: don’t protest tanker award
Business Week has an interesting commentary on why Boeing should not protest the USAF award to Northrop Grumman. This may be found here.
Boeing statement requesting immediate de-brief
Boeing Requests Immediate KC-X Tanker Briefing ST. LOUIS, March 4, 2008 – The Boeing Company [NYSE: BA] today made public a request for an immediate debriefing from U.S. Air Force officials on the KC-X tanker competition. As of… Read More
Assessing the fall-out on the tanker
In the three days since the USAF awarded the tanker contract to Northrop Grumman, the fallout has been swift and vitriolic. Before going there, we’ve updated our corporate website with some analysis of our own. We take a… Read More