Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Update 1: Boeing posts small operating profits, net losses in 3Q and nine months (with CNBC comments) October 27, 2021
- HOTR: Lessors warn Airbus October 26, 2021
- Airbus sees encouraging signs of wide-body demand recovery October 25, 2021
- Pontifications: Engines drive timing of new Embraer TPNG October 25, 2021
- Bjorn’s Corner: The challenges of airliner development. Part 26. Maintenance planning October 22, 2021
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
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