Pontifications: Boeing spending millions to retain engineers

May 16, 2022, © Leeham News: Boeing is spending millions of dollars to retain engineers represented by the union, SPEEA. It’s a reversal of efforts to trim SPEEA ranks through early buyouts and outsourcing and to address an… Read More

Embraer shows some improvement YOY

April 29, 2021, © Leeham News: Embraer posted improvement in some of its year-over-year financial results today. Revenue for the first quarter was up 27.3%, from $633.9m to $807.3m. The 1Q20 period was largely unaffected by the global… Read More

“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO

By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More

HOTR: Boeing could further cut 787 production rate—JP Morgan

By the Leeham News Staff Jan. 20, 2021, © Leeham News: There is risk of another production rate cut for the 787, JP Morgan wrote in a Jan. 12 note. Boeing already is reducing the rate to 5/mo… Read More

Asian airline shift portends big ramifications

Subscription Required Introduction April 17, 2017, © Leeham Co.: A shift is underway among Asian airlines that could have ramifications for the airframe and engine manufacturers and, by extension, their suppliers. It doesn’t appear, however, that aerospace analysts… Read More

Pontifications: Boeing 777 production rates

Feb. 27, 2017, © Leeham Co.: When Boeing announced it will reduce 777 production to 5/mo, with actual deliveries of the 777 Classic to 3.5/mo beginning in 2018, the aerospace analyst at Goldman Sachs immediately concluded Boeing will… 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

Comparing 777 Classic, 787 Book:Bill in recent years

Subscription required. Introduction Jan. 11, 2017, (c) Leeham Co.: Future production rates of the Boeing 787 is a concern for LNC, which has been explained in detail here. A little history provides some context. Figure 1. Analysis from March… Read More

Deferrals grow as airlines fight to keep bottom line

Subscription Required Introduction Jan. 09, 2017, © Leeham Co.: Airlines have deferred or are thinking about deferring more than 400 airplanes in the near term, a review of decisions and deliberations  that have been made during the last… Read More

Boeing cuts 777 production rate again

Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More