Leeham News and Analysis
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Leeham News and Analysis
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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
Deferrals at historic low, say Boeing CEO
Feb. 9, 2017: Requests for order deferrals are at an historic low but there are still challenges in bridging the production gap between the 777 Classic and 777X, Boeing CEO Dennis Muilenburg said during a Cowen & Co…. Read More
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More
Pontifications: A fresh perspective at Boeing Commercial is sorely needed
Nov. 28, 2016, © Leeham Co.: Boeing last week named an outsider, Kevin McAllister, as the chief executive officer of Boeing Commercial Aircraft (BCA). I think this has the potential to be an invigorating move. McAllister comes to… Read More
Boeing aims to triple services unit; exec changes support goal
Nov. 22, 2016, © Leeham Co.: Boeing hopes to triple its global services businesses from $15bn in revenues to nearly $50bn in the next five years. A corresponding increase is targeted in market share from today’s 7% in… Read More
Boeing sees wide-body market recovery from 2020
Subscription Required Introduction Nov. 3, 2016, © Leeham Co.: Boeing may have solved its pressing problem of largely filling the production gap for the 747-8, but there is still a long way to go for the Boeing 777X…. Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More
Boeing CEO reiterates production targets
Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More
Pontifications: Getting there from here on Boeing’s deferred production costs
Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More
Top 10 Leeham News stories of 2016
Dec. 15, 2016, © Leeham Co.: The story about a Boeing official who asserted that the Airbus widebody strategy is a “mess” proved to be LNC’s most read story of 2016. Our second most-read story is why the… Read More
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Posted on December 15, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Leeham News and Comment, MOM
737-7, 747, 777-10, 777X, 787, A320, A350-1000, A350-2000, A350-800, A350-900, Airbus, Boeing, Bombardier, CS300, Dennis Muilenburg, Jim McNerney, Kevin McAllister, Leeham News, Middle of the Market