Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: The challenges of airliner development. Part 14. The ATO. July 30, 2021
- Airbus delivers strong 1H2021 and launches A350 Freighter July 29, 2021
- HOTR: About those 737 MAXes in inventory…. July 29, 2021
- A history of jet freighter aircraft July 29, 2021
- (Updated with CEO comments) Boeing ekes out profits in 2Q, 1H; BCA continues loss July 28, 2021
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
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
Aviation Writers Bloc: Calhoun’s Countdown
April 15, 2021, © Leeham News: Boeing CEO David Calhoun turns 64 on April 18. This means he is in his final year on Boeing’s Board of Directors and as an employee, unless the Board extends his contract… Read More
Podcast: 10 Minutes About the Boeing Board of Directors
Feb. 23, 2021, © Leeham News: Last week, Boeing announced that two members of the Board—Arthur Collins and Susan Schwab—will retire at the end of their terms in April. No replacements have been named yet. Earlier, Ambassador Nikki… Read More