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

Pontifications: Boeing’s sense of invincibility

Sept. 11, 2017, © Leeham Co.: I can’t help but get the feeling that Boeing feels it’s invincible these days. And why not? Boeing racked up some impressive victories and took some hardline positions in recent months that… 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

Pontifications: 787 production rate remains a question

April 10, 2017, © Leeham Co.:  Boeing’s first quarter earnings call is scheduled for April 26, two weeks and two days from today. Officials said on the January earnings call, for year-end 2016, that they will decide this… Read More

Boeing Services expansion wise, necessary move

Subscription Required Introduction March 6, 2017, © Leeham Co.: Boeing CEO Dennis Muilenburg wants the company to participate in the aftermarket aircraft services business and set a goal of $50bn in revenue in the coming years. He looks… Read More

Pontifications: Boeing’s long-term message doesn’t resonate

Feb. 20, 2017, © Leeham Co.: Boeing’s long-term messaging that all is well isn’t resonating with a number of industry analysts and observers. To be sure, today and in the short-term, Boeing’s stock is on a steady upward… Read More