Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Boeing CFO: we want to negotiate; taking steps to preserve cash September 13, 2024
- Bjorn’s Corner: New engine development. Part 23. New versus old, GTF versus V2500 September 13, 2024
- IAM files Unfair Labor Practice against Boeing in thumping rejection of contract September 13, 2024
- IAM rejects Boeing contract, strikes at midnight September 13, 2024
- Critical labor contract vote for Boeing, IAM 751 today September 12, 2024
Pontifications: Earnings previews for Boeing, Airbus
July 26, 2021, © Leeham News: Boeing and Airbus report second-quarter/first-half earnings on Wednesday and Thursday, respectively. Boeing continues to have a rocky year. Although 737 MAX deliveries and production are picking up, 787 deliveries remain suspended. There… Read More
Pontifications: Two re-fleeting campaign give Airbus and Boeing each an edge
July 19, 2021, © Leeham News: There are two re-fleeting campaigns coming up that are significant and in which Airbus and Boeing each have the incumbent advantage. The successor to Alitalia, Italia Trasporti Aereo (ITA), will restructure with… Read More
Embraer shows some improvement YOY
April 29, 2021, © Leeham News: Embraer posted improvement in some of its year-over-year financial results today. Revenue for the first quarter was up 27.3%, from $633.9m to $807.3m. The 1Q20 period was largely unaffected by the global… Read More
Investors’ bull case on aircraft OEMs has gaps
Subscription Required By Judson Rollins Introduction April 15, 2021, © Leeham News: Late last month, the aerospace and defense analysis team at Credit Suisse (CS) published its view on the future of the Airbus-Boeing duopoly, as well as… Read More
“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO
By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More
Pontifications: Don’t lose sight of the future, says top Boeing exec
Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More
Boeing further trims 787 production; now sees 5/mo in 2021
By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More
Analysts react negatively to Boeing slip of MAX recertification
Jan. 22, 2020, © Leeham News: Boeing’s announcement yesterday that it does not expect recertification of the 737 MAX until mid-year drew generally negative responses from Wall Street aerospace analysts. More charges and costs to Boeing and the… Read More
Analysts react to Boeing’s 2Q charge, cost and RTS announcement
July 19, 2019, © Leeham News: Boeing yesterday announced a $4.9bn charge connected to customer compensation for the 737 MAX grounding. It also announced a $1.7bn additional cost associated with the accounting block and forecast a 4q2019 return… Read More