Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- With Boeing’s 737 MAX delivered to storage instead of customers, unique cost and revenue insights can be gained. January 23, 2020
- Leasing industry sees a role in airline sustainability work January 22, 2020
- Analysts react negatively to Boeing slip of MAX recertification January 22, 2020
- Mitsubishi ends 2019 with ~500 commitments for SpaceJet January 22, 2020
- Environment and aviation, a gap between aspirations and reality January 20, 2020
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More
Pontifications: Boeing Board needs major shake-up
Jan. 13, 2020, © Leeham News: Today is David Calhoun’s first day as the president and CEO of The Boeing Co. To say that he’s got his work cut out for him is an understatement. I’ve put together… Read More
Analysis: Boeing’s priority after recertifying, delivering MAX: remake the Board
Editor’s Note: Just last night I wrote this piece for publication on Jan. 6 as Pontifications. The news today of Dennis Muilenburg’s ouster causes acceleration. By Scott Hamilton Jan. 6, 2020, Dec. 23, 2019, © Leeham News: Boeing’s… Read More
Analysis: Calhoun’s insider status raises question: is he the one to pull Boeing out of its dive?
Analysis By Scott Hamilton Dec. 23, 2019, © Leeham News: The Boeing Board of Directors has fired Dennis Muilenburg. Board chairman David Calhoun was named president and CEO, effective next month. The delay is required while Calhoun resigns… Read More
Breaking News: Muilenburg out, Calhoun becomes president and CEO, Kellner named chairman
Dec. 23, 2019: Boeing press release: (Leeham News analysis to come.) New Leadership to Bring Renewed Commitment to Transparency and Better Communication With Regulators and Customers in Safely Returning the 737 MAX to Service CHICAGO, Dec. 23, 2019… Read More
Pontifications: Muilenburg loses chairman’s title; are his days numbered?
Oct. 14, 2019, © Leeham News: Look for Boeing CEO Dennis Muilenburg to leave in 2020. At least this is my view. But some aerospace analysts I spoke with over the weekend are split. Some believe Friday’s action… Read More
Pontifications: Muilenburg’s departure wouldn’t go far enough
Oct. 7, 2019, © Leeham News: A recent call for Boeing CEO Dennis Muilenburg by my friend Ernie Arvai to resign or be removed has a litany of woes at the company that occurred under the CEO. These… Read More