Leeham News and Analysis
There's more to real news than a news release.
Muilenburg’s debut as CEO on Boeing earnings call
July 22, 2015: Dennis Muilenburg made his first appearance today on a Boeing earnings call as president and CEO. Jim McNerney, who was chairman and CEO until June when he relinquished the CEO title to Muilenburg, began the… Read More
Boeing 2Q/1H 2015 earnings
July 22, 2015: Boeing reported its 2Q2015 and 1H2015 earnings today, with higher revenue, $3.3bn in the all-important cash flow and a strong commercial backlog. The earnings call presentation is here. The earnings call is here at 10:30am… Read More
Boeing in line for large freighter order
July 8, 2015, © Leeham Co.: Boeing may be close to a large cargo airplane deal that could solve several near-term problems, Leeham News and Comment has learned. It’s not the 747-8F and the 777F may play only a… Read More
Cost cuts remains priority, challenge at Boeing
Subscription required. Introduction Dennis Muilenburg, president and CEO of The Boeing Co., from July 1. Photo via Google images. June 29, 2015, © Leeham Co. Cost control is going to be one of the top priorities of Dennis… Read More
Muilenburg becomes Boeing CEO, McNerney non-executive chairman and leaves a mixed legacy
June 23, 2015, c. Leeham Co: Dennis Muilenburg has been named chief executive officer of The Boeing Co., elevating him from president and chief operating officer, the company announced today. Jim McNerney, chairman and chief executive officer of… Read More
Muilenburg’s challenges as Boeing CEO
Subscription Required. Now open to all readers Introduction Jan. 27, 2015: Dennis Muilenburg has been the No. 2 at The Boeing Co. for a little more than a year. He was named vice chairman, president and COO in… Read More
Muilenburg remains an enigma for unions, commercial development
Jan. 21, 2015. c. Leeham Co. Dennis Muilenburg, vice chairman, president and chief operating officer of The Boeing Co., remains an enigma to Boeing’s largest unions a year after he was elevated to this position from his slot… Read More
Boeing retains net order lead going into last month of year
Dec. 5, 2014: Boeing retains the lead in net orders going into the last month of this year, although the gap has narrowed considerably–and there are a couple of public campaigns and commitments Airbus has announced or talked… Read More
Boeing remains confident it will fill 777 production gap; cash flow to remain strong
Dec. 3, 2014: Boeing remains “confident” it will be able to bridge the 777 Classic production line at current rates to the introduction of the 777X in 2020, including some “feathering” of the two airplanes. Boeing president and… Read More
MD-11’s final pax flights contains lessons for McBoeing as NSA targets 2030
Boeing’s CEO, Jim McNerney outlines his vision for the next New Small Airplane in this report from Reuters. We believe this will cement Airbus’ dominance in the single-aisle market for the next 15 years. A retrospective of the… Read More