Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Restoring capacity with the A330ceo or A330neo, Part 3 July 2, 2020
- Looking ahead for 2020 and 2030 decades: COMAC July 1, 2020
- Airbus cuts 15,000 positions in its “COVID-19 adaptation plan” June 30, 2020
- HOTR: Aircraft lease rates, values continue to plunge in virus environment June 30, 2020
- How much life is left in the Boeing 737 MAX after recertification? June 29, 2020
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
Pontifications: Another Calhoun challenge: fixing Boeing’s product strategy
Jan. 20, 2020, © Leeham News: David Calhoun has been CEO of The Boeing Co. for a week. A couple of new problems arose. Late last week, the US Air Force weighed in that it’s unhappy, again, with… Read More
Analysis: Boeing’s priority after recertifying, delivering MAX: remake the Board
Editor’s Note: Just last night I wrote this piece for publication on Jan. 6 as Pontifications. The news today of Dennis Muilenburg’s ouster causes acceleration. By Scott Hamilton Jan. 6, 2020, Dec. 23, 2019, © Leeham News: Boeing’s… Read More
Analysis: Calhoun’s insider status raises question: is he the one to pull Boeing out of its dive?
Analysis By Scott Hamilton Dec. 23, 2019, © Leeham News: The Boeing Board of Directors has fired Dennis Muilenburg. Board chairman David Calhoun was named president and CEO, effective next month. The delay is required while Calhoun resigns… Read More
Breaking News: Muilenburg out, Calhoun becomes president and CEO, Kellner named chairman
Dec. 23, 2019: Boeing press release: (Leeham News analysis to come.) New Leadership to Bring Renewed Commitment to Transparency and Better Communication With Regulators and Customers in Safely Returning the 737 MAX to Service CHICAGO, Dec. 23, 2019… Read More
Boeing charges, costs nearly $35bn since 1996
By Vincent Valery Introduction Nov. 5, 2019, © Leeham News: Boeing already has racked up $9.2bn in one-time charges and additional costs to the accounting block in the 737 MAX crisis. Some expect there will be more substantial… Read More
Pontifications: Congressional hearings on Boeing dominated by grandstanding–but damning documents revealed
Senate hearing largely theater. House hearing has grandstanding, but substance, too. House reveals some damning documents. Muilenburg claims no knowledge of legal strategy, but top lawyer reports directly to him. Nov. 4, 2019, © Leeham News: Last week’s… Read More
Boeing’s Muilenburg opening statement to the US House
Oct. 29, 2019: Having completed his appearance before the US Senate today, Boeing CEO Dennis Muilenburg will appear before the US House tomorrow. Here is his opening statement: Opening Statement-10-30. His appearance before the Senate was about as… Read More
Congress is accountable in Boeing MAX crisis, too
By Scott Hamilton Commentary When Boeing CEO Dennis Muilenburg appears before the US Senate today and the US House tomorrow, he needs to be sure the company owns up to its role in the Lion Air and Ethiopian… Read More
Muilenburg opening statement to Senate
Oct. 28, 2019: Boeing released the opening statement of CEO Dennis Muilenburg to the US Senate at a hearing scheduled for tomorrow. The statement may be downloaded here: Opening Statement-DM-102919