Leeham News and Analysis
There's more to real news than a news release.
Accounting Standards Call Out Airplane Orders with Questionable Credit
By Dan Catchpole Danieljcatchpole[at]gmail[dot]com Nov. 6, 2018, © Leeham News: Like countless other businesses, Boeing this year adopted new accounting standards, known by the acronym ASC 606. The new rules did not significantly affect the company’s balance sheet…. Read More
Suppliers chafe at Boeing’s demand for costly certifications
Subscription Required Introduction By Dan Catchpole danieljcatchpole(at)gmail(dot)com September 3, 2018, © Leeham News: Boeing’s insistence that more and more subcontractors meet stringent aerospace manufacturing standards risks adding cost and reducing flexibility to the supply chain, several direct and… Read More
777F, 747-8F orders help former’s bridge, solidify Boeing as freighter king
Subscription Required Introduction Aug. 6, 2018, © Leeham News: The surge of orders at the Farnborough Air Show for Boeing 777 and 747-8 freighters is welcome news for Boeing, which still had production gaps to bridge between the… Read More
Boeing cash flows generously, KC-46A snarfs up some of it
By Dan Catchpole July 25, 2018, © Leeham News: The cash keeps flowing at Boeing. The aerospace giant posted free cash flow of $4.3bn for the second quarter of the year, despite recording $426m in costs related to… Read More
2018 an important year for wide-bodied airplanes
Subscription Required Introduction Feb. 5, 2018, © Leeham Co.: This will be an important year for wide-body sales in commercial aviation. It would be overstating to say 2018 will be a pivotal year for wide-body airplanes, but there… Read More
Boeing’s bold ambition
Subscription Required Introduction Sept. 25, 2017, © Leeham Co.: The ambitious plan of Boeing CEO Dennis Muilenburg to grow after-market services from today’s $14bn in revenues to $50bn in 5-10 Stan Deal, CEO of Boeing Global Services. years… Read More
Assessing the 787 production rate increase
Subscription Required Introduction Sept. 18, 2017, © Leeham Co.: Boeing last week announced it will take the production rate of the 787 from 12/mo to 14/mo in 2019. Boeing 787-9. Source: Boeing. The decision to do so was… Read More
Boeing assumes 787 rate goes to 14/mo, but still working on it
July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More
Boeing launches 737 MAX 10 with 240 orders/Update with orders
Update: Early order announcements at the end of this post. June 19, 2017, © Leeham Co.: Boeing made it official today: the 737 MAX 10 was launched at the Paris Air Show with 240 sales. More than 10… Read More