Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Critical labor contract vote for Boeing, IAM 751 today September 12, 2024
- The A330neo for medium haul or twice the frequency with A321XLR? Part 2 September 12, 2024
- “Hyper focus on reliability and durability out of the gates” September 11, 2024
- A320neo replacements needs to be ~25% more efficient September 11, 2024
- Boeing IAM vote in 2 days; approval a hard sell September 10, 2024
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
Boeing earnings call: still hopes for 4Q recertification
Oct. 23, 2019, © Leeham News: Boeing reaffirmed its belief that the Federal Aviation Administration will authorize a return to service for the grounded 737 MAX this quarter. The FAA certification flight will occur soon, said Dennis Muilenburg,… Read More
McAllister out, a new Deal at Boeing Commercial Airplanes
By Scott Hamilton Analysis Oct. 23, 2019, © Leeham News: Kevin McAllister’s departure yesterday as CEO of Boeing Commercial Airplanes comes as no surprise. Only the timing—now instead of next year, as was widely surmised—caught people off guard…. Read More
Boeing recaps actions ahead of earnings call
Oct. 22, 2019: Boeing today recapped its actions to bring the 737 MAX back to certification and service, ahead of its earnings call tomorrow. The company has taken huge hits since Friday when the information about pilot text… Read More