Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- NBA Single or Dual Aisle Airline preferences May 10, 2021
- Pontifications: A330-300 could be great deal ahead May 10, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 2. Why Certification? May 7, 2021
- China’s air travel “recovery:” volume improving, but revenue still elusive May 6, 2021
- HOTR: Annual Reports give hint to MAX return in China May 4, 2021
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
Podcast: 10 Minutes About Boeing’s 2020 Financial Results
Jan. 28, 2021, © Leeham News: Boeing on Jan. 27 reported its 2020 financial results. They were ugly, to nobody’s surprise. Beset by the 737 MAX grounding all year, delays in the 777X program, a suspension of deliveries… Read More
“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO
By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More
Boeing’s Calhoun completes first year as CEO
By the Leeham News Team Jan. 13, 2021, © Leeham News: Today marks the first anniversary of David Calhoun becoming CEO of The Boeing Co. Calhoun’s first year faced challenges unprecedented in Boeing’s history. There was the 737… Read More
2024 will be key year for Boeing in Washington
This is the second in a series of articles examining how labor, Boeing and Washington state could move forward following the COVID pandemic. The first article is here. Subscription Required By Bryan Corliss Analysis Introduction Nov. 30, 2020,… Read More