Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How good is the COMAC C919? March 20, 2025
- Boeing CFO Brian West: OK on tariffs for now, backlogs and inventories help March 20, 2025
- Pontifications: Southwest’s core problems are not solved by business model changes-yet March 19, 2025
- Boeing 2024 Proxy Statement: Executive Compensation includes retirement gifts for Calhoun, Deal; housing support for Ortberg, Pope, and other stuff March 17, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 13. March 14, 2025
Boeing touts safety progress but opposes SPEEA initiative
By Scott Hamilton Jan. 3, 2025, © Leeham News: Boeing today issued an update on its year-long effort to improve safety protocols in the final assembly lines of the 7-Series commercial airplanes. However, the update received lukewarm reviews… Read More
A decade to normal? Delivering every airplane in backlog won’t clear debt to 2018 levels
Subscription Required By Karl Sinclair Dec. 20, 2024, © Leeham News: In 2018, the Boeing Company (BA) delivered a whopping 806 commercial aircraft to customers. That year, the corporation declared revenues of $60.715bn at Boeing Commercial Aircraft (BCA)… Read More
Where and who will be laid off in Boeing reset?
By Scott Hamilton Oct. 14, 2024, © Leeham News: As Boeing prepares to lay off about 10% of its workforce of 170,000 employees, the key question remains unanswered: Who and where will the layoffs come from? Boeing didn’t… Read More
Pontifications: Boeing needs massive reset, and not just with labor
Subscription Required Now open to all readers. CEO Kelly Ortberg’s “reset” plan is long overdue. But Boeing needs to do better for the IAM members, and the members need to give up on the defined pension plan. Oct…. Read More
How Boeing’s actions affect Products, Airbus: Analysis (Update)
Updated Oct. 12 with new and clarifying information. By Scott Hamilton Oct. 11, 2024, © Leeham News: Boeing’s late announcement today of a 10% company-wide layoff of its 170,000 leaves a lot of questions. Boeing managers were told… Read More
Calhoun’s biggest failure at Boeing: fixing safety
By Scott Hamilton Commentary Aug. 8, 2024, © Leeham News: Kelly Ortberg becomes president and chief executive officer of The Boeing Co. today. He replaces David Calhoun, who was named to the position in January 2020. Calhoun replaced… Read More