Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Spirit Aero teeters on bankruptcy, but what’s new about that? February 10, 2025
- Trump vows to add tariffs to aluminum and steel; Airbus, Boeing, suppliers will be impacted February 10, 2025
- JetZero sees big sales potential, but consultants say it won’t be them to bring BWB to market February 10, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 8 February 7, 2025
- Hopes, skepticism, for Boeing from suppliers February 6, 2025
Boeing’s shareholders: which do you prefer? Dilution or bankruptcy?
By Scott Hamilton Sept. 23, 2024, © Leeham News: A Wells Fargo analyst calculated The Boeing Co. might have to issue 190 million shares of stock to get itself out of the financial mess it’s in. At the… Read More
Calhoun’s biggest failure at Boeing: fixing safety
By Scott Hamilton Commentary Aug. 8, 2024, © Leeham News: Kelly Ortberg becomes president and chief executive officer of The Boeing Co. today. He replaces David Calhoun, who was named to the position in January 2020. Calhoun replaced… Read More
Boeing names new CEO; losses widen, negative cash flow again. Update 1, reaction.
July 31, 2024, © Leeham News: The Boeing Co. today named Kelly Ortberg president and CEO, effective Aug. 8. He succeeds David Calhoun, who retires then. Calhoun was named president and CEO of Boeing in January 2020. Boeing… Read More
Analyzing Boeing’s 90-Day Plan
Subscription Required By the Leeham News Team Analysis June 3, 2024, © Leeham News: There is no timetable for Boeing to gain approval to boost production rates of the 737 MAX. And there is no timetable for the… Read More
The Boeing 90 day executive summary to the FAA: An analysis
Subscription Required By the Leeham News Team June 3, 2024, © Leeham News: Boeing and the Federal Aviation Administration last week released summaries of the company’s plan to fix its safety shortcomings following the Jan. 5 accident of… Read More
FAA, Boeing meet; “They must follow through on corrective actions.” Update 3: Boeing’s issues its statement
Update #3: Boeing released its own press release. Here it is: Boeing’s plan is based on findings from FAA audits, recommendations from the FAA’s ACSAA panel review and feedback from our employees. This Safety and Quality Plan generally… Read More
David Calhoun’s first and last addresses to Boeing shareholders have common themes, four years apart
May 21, 2024, © Leeham News: David Calhoun was named CEO of The Boeing Co. in December 2019. He assumed office in January 2020. He had been on the Board of Directors since 2009. His first annual shareholders… Read More
Pontifications: Tombstone mentalities and Fantasy Land
By Scott Hamilton Analysis April 30, 2024, © Leeham News: David Calhoun, the CEO of The Boeing Co., put this right at the top of an employee message and the 1Q2024 earnings call last Wednesday: “Since Jan. 5,… Read More
Better transparency needed on Boeing’s 1Q earnings call
Subscription Required By Scott Hamilton Analysis April 22, 2024, © Leeham News: Boeing reports its first quarter financing results on Wednesday. It’s not going to be pretty. But how “transparent” will CEO David Calhoun and CFO Brian West… Read More
