Pontifications: There is no good news

May 18, 2020, © Leeham News: There simply is no good news in commercial aviation right now. Yes, airport traffic is upticking in the USA (and elsewhere) slightly. But in the USA, it’s still less than 10% of… Read More

Pontifications: Boeing focuses on design, production vs airplane development–for now

By Scott Hamilton May 11, 2020, © Leeham News: Boeing killed development of its alphabet soup of airplane concepts for now. “For now” is a relative term. When Boeing will be ready to show concepts to customers as… Read More

Boeing to cut rates on 787, 777 production; posts big 1Q loss

By Scott Hamilton April 29, 2020 © Leeham News: Boeing will cut production rate of the 787 in half and the 777 from 5/mo to 3/mo in response to the dramatic drop in demand from the COVID crisis…. Read More

HOTR: Product development another victim of virus crisis

By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.

HOTR: Boeing has options to federal bailout, CEO says

By the Leeham News Staff March 25, 2020: First, Boeing CEO David Calhoun said he wasn’t an insider (after 10 years on the Board of Directors, and as lead director for many of them). No, he merely had… Read More

Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen

By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More

Before handing $60bn to Boeing, consider this

By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More

Boeing engineers voting on surprise contract extension

By Bryan Corliss Feb. 25, 2020 © Leeham News — Unionized engineers and technical workers at Boeing begin voting this week on unexpected new contract proposals from the company that address two major areas of worker complaints LNA… Read More

Consultant to Boeing: cut dividends, invest in new airplane

By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More

Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider

Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More