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

Airbus program update tomorrow: what will officials reveal?

Subscription Required By Scott Hamilton Introduction June 14, 2021, © Leeham News: Airbus will provide a commercial program update tomorrow in Toulouse. Will the Next Boeing Airplane be like the 757 with a composite new wing and new… Read More

HOTR: Boeing’s “historic” production advance

By the Leeham News Team May 18, 2021, © Leeham News: Boeing’s Defense unit last week said it joined the front fuselage of the first Boeing-SAAB T-7A Red Hawk trainer with the aft section “perfectly,” in less than… Read More

HOTR: Investors optimistic for Boeing. Are they too optimistic?

By the Leeham News Team March 10, 2021, © Leeham News: Boeing’s recovery will be long, slow and painful. But Boeing has been through long, slow and painful periods before. Investors appear optimistic. The stock price has been… Read More

Boeing’s big opportunity

Subscription Required Now open to all Readers. By Scott Hamilton Analysis Introduction Aug. 3, 2020, © Leeham News: Boeing has one of the biggest opportunities in decades. This is counter-intuitive, given the disaster it faces with the COVID-19… 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

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