Pontifications: 787 deliveries, suspended a year, look for restart soon

By Scott Hamilton Sept. 27, 2021, © Leeham News: In a few weeks it will be a year since Boeing suspended delivery of virtually all 787s. Inspections revealed some flaws in production. Despite a year-long effort, Boeing hasn’t… Read More

Pontifications: David Joyce fills key void on Boeing’s Board

Sept. 6, 2021, © Leeham News: Last week’s election of David Joyce to the Boeing Board of Directors fills a glaring hole of talent and expertise that’s been missing from the Board for years. Joyce, an outside director,… Read More

HOTR: Boeing’s backlog market share vs Airbus falls below 40%

By the Leeham News Team July 14, 2021, © Leeham News: Six months into 2021, Boeing is delivering 737 MAXes, clearing MAX inventory, and taking orders. Airbus isn’t matching Boeing orders for the A320 family, so far. But… Read More

Podcast: 10 Minutes About the Boeing Design and Production Moonshot

June 29, 2021, © Leeham News: “Most often when a new airplane is developed by either side, it is usually developed around a propulsion package that offers 15% to 20% improvement with respect to efficiency versus the one… Read More

Airbus program update tomorrow: what will officials reveal?

Subscription Required By Scott Hamilton Introduction June 14, 2021, © Leeham News: Airbus will provide a commercial program update tomorrow in Toulouse. Will the Next Boeing Airplane be like the 757 with a composite new wing and new… Read More

HOTR: Boeing’s “historic” production advance

By the Leeham News Team May 18, 2021, © Leeham News: Boeing’s Defense unit last week said it joined the front fuselage of the first Boeing-SAAB T-7A Red Hawk trainer with the aft section “perfectly,” in less than… Read More

Pontifications: Long road ahead, but Boeing will recover

May 3, 2021, © Leeham News: Cowen Co. called the Boeing 1Q21 financial results “messy” with questions unanswered. Credit Suisse characterized a “challenging 1Q, though recovery should begin to accelerate.” My take falls in line with Credit Suisse…. Read More

Pontifications: Balance shareholder value with product development and strategy

April 26, 2021 © Leeham News: Balance shareholder value with the long-term strategy of The Boeing Co. This is what Boeing needs to do. But there were conflicting signals from the 2020 annual shareholders meeting held April 20… Read More

10 Minutes About: Boeing, Calhoun’s extension and Smith’s retirement

April 21, 2021, (c) Leeham News: Boeing announceed April 20 that the Board extended CEO David Calhoun’s mandatory retirement age from 65 to 70. Calhoun was 64 on April 18 and had one year to accomplish everything that… Read More

Boeing AGM routine, action came an hour before

April 20, 2021, © Leeham News: Despite some media suggestions that the Boeing Annual Shareholders’ Meeting would be a “showdown,” the event proved as LNA predicted: More of the same. All 10 company nominees to the Board of… Read More