737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

Pontifications: Airbus, Boeing, Bombardier and export credit support

April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More

Why Boeing won’t take a charge on 787s

Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More

Boeing has lost neo/MAX battle; time to refocus goals

Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… Read More

Airbus only one reason for Boeing cost-cutting

The bigger danger at Boeing is not Airbus pricing, but the potential for up to 15,000 early retirements this year by engineers, technicians and touch-labor. See Scott Hamilton’s column at Forbes online. Job cuts drive margin at Boeing, analyst… Read More

Pontifications: Why the 787-8 is no longer favored by Boeing

March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More

Pontifications: Boeing sued over program accounting

Feb. 29, 2016, (c) Leeham Co.: It was inevitable: a class action lawsuit was filed last week against The Boeing Co., its top officers and directors over the investigation by the US Securities and Exchange Commission of the company’s… Read More

Transition from McNerney to Muilenburg complete

Feb. 22, 2016, (c) Leeham Co.: The transition from the controversial and divisive Jim McNerney to the leadership of Dennis Muilenburg at The Boeing Co. is now complete. Boeing announced today that McNerney stepped down as chairman and… Read More

Boeing CEO sees strong fundamentals

Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More

Dissecting Boeing cost-cutting

Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More