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

Dissecting Boeing CEO’s statement next new airplane will cost $50bn

Subscription Required By the Leeham News Team April 15, 2024, © Leeham News: It was a stunning number. Boeing CEO David Calhoun said his successor will have to decide on whether, or how, Boeing will proceed with its… Read More

Pontifications: Boeing “transparency”–not so much.

April 9, 2024, © Leeham News: “Since [Aircraft Certification, Safety, and Accountability Act] ACSAA became law, Boeing has supported implementation of the legislation, including providing full transparency for the FAA’s expert review panel in its evaluation of our… Read More

Select Boeing performance under David Calhoun

March 26, 2024, (c) Leeham News: For more than a quarter of a century, Boeing’s Board of Directors focused on stock price and shareholder value as the top priority for the company’s performance. Jim McNerney was CEO from… Read More

Update: Calhoun to retire, Deal out, Pope in, Kellner leaving, Mollenkopf new chair at Boeing

By Scott Hamilton Analysis March 25, 2024, © Leeham News: The changes at The Boeing Co. and at Boeing Commercial Airplanes today speak to the depth of the crisis at the company following Jan. 5’s accident on Alaska… Read More

Breaking News: Calhoun to retire, Deal out, Pope in, Kellner leaving, Mollenkopf new chair at Boeing

Boeing press release; LNA take to follow. Boeing Announces Board and Management Changes Dave Calhoun announces intent to step down as CEO at the end of 2024; Calhoun will continue to lead Boeing through year-end Independent Board Chair… Read More

Pontifications: “Boards are invested in their C.E.O.s until they’re not.”

March 12, 2024, © Leeham News: Loss of confidence in Boeing’s leadership from its customers is growing, according to industry sources. It’s not just with the leadership at Boeing Commercial Airplanes (BCA), where CEO Stan Deal is under… Read More

Boeing’s safety improvement since the 2018-19 MAX crisis needs more work

Editor’s Note: This story was written before the release yesterday of an independent Expert Panel appointed by Congressional mandate to review Boeing’s safety culture. The report may be downloaded here: Boeing Safety Study by FAA Panel 2-26-24 By… Read More

Aboulafia calls for “regime change now” at Boeing

By Scott Hamilton Feb. 6, 2024, © Leeham News: With hundreds of new 737 MAXes facing delays due to the Federal Aviation Administration’s freeze on production rates, how much compensation will Boeing owe airlines and lessors? It’s a… Read More

Culture change needed at Boeing; labor contract talks begin in March and could lead the way

A Leeham News Editorial Jan. 29, 2024, © Leeham News: If Boeing is to emerge from its latest crisis unscathed, it will need to commit to a culture change. That’s the consensus of industry watchers, and it’s one… Read More