Leeham News and Analysis
There's more to real news than a news release.
HOTR: Product development another victim of virus crisis
By the Leeham News staff April 28, 2020, © Leeham News: The Coronavirus not only decimates the airline industry. It’s going to completely upend the product strategies of Airbus, Boeing and Embraer. Boeing is most immediately affected.
HOTR: Boeing has options to federal bailout, CEO says
By the Leeham News Staff March 25, 2020: First, Boeing CEO David Calhoun said he wasn’t an insider (after 10 years on the Board of Directors, and as lead director for many of them). No, he merely had… Read More
Boeing has $15bn in liquidity and can survive in short term; credit markets need to reopen
By Scott Hamilton March 24, 2020, © Leeham News: Boeing CEO David Calhoun said the company has $15bn in liquidity and can survive in the short term, but federal aid is needed as long as the credit markets… Read More
Before handing $60bn to Boeing, consider this
By Scott Hamilton Commentary March 20, 2020, © Leeham News: Before the Trump Administration hands $60bn over to Boeing for its own purposes and to serve as a conduit to aid the supply chain, there are just one… Read More
Boeing engineers voting on surprise contract extension
By Bryan Corliss Feb. 25, 2020 © Leeham News — Unionized engineers and technical workers at Boeing begin voting this week on unexpected new contract proposals from the company that address two major areas of worker complaints LNA… Read More
Consultant to Boeing: cut dividends, invest in new airplane
By Scott Hamilton Feb. 5, 2020, © Leeham News: Boeing is headed for a 30% market share unless it invests in a new airplane, and soon. This is what aviation consultant Richard Aboulafia of The Teal Group predicted… Read More
Pontifications: 777X certification, MAX market deficiencies, NMA and what’s an insider
Certification of 777X will be impacted by MAX crisis. Market sees “deficiencies” in Boeing’s narrow-body product line. Reopening new airplane study doesn’t mean NMA is necessarily dead. The SEC considers Calhoun to be an insider, even if he… Read More
Boeing MAX production will restart, build slowly
By Scott Hamilton Jan. 29, 2020, © Leeham News: Restarting production of the Boeing 737 MAX assembly lines will be slow, methodical and paced to avoid adding to inventory of about 400 airplanes in storage. This was one… Read More
Boeing posts 2019 loss, IDs $9.2bn in additional MAX charges, costs
Jan. 29, 2020, © Leeham News: Boeing today announced a full year loss for 2019, as expected. Revenue of $76.6bn, GAAP loss per share of ($1.12) and core (non-GAAP)* loss per share of ($3.47) Operating cash flow of… Read More
Pontifications: Back to drawing board on NMA, Boeing’s CEO says
Jan. 27, 2020, © Leeham News: Back to the drawing board. So to speak. There is no drawing board, of course, but, rather, computer design. In his first media conference last week as president and CEO of The… Read More