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