Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- A350-1000 or 777-9? Part 3 April 25, 2024
- Boeing CEO promises company is turning around…again April 24, 2024
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
Odds and Ends: WTO and 777X tax breaks; US airlines vs Middle East; Goldman and Boeing; ExIm Bank
WTO to examine 777X tax breaks: Well, we predicted this in November 2013 when Washington State extended the Boeing 787 tax breaks to the 777X. And it’s happened. The World Trade Organization is going to take a look… Read More
Boeing’s 3Q strong; initial analyst takes; transcript link
Boeing announced strong results for 3Q2012. The press release may be found here.The transcript from the earnings call is here. The initial analyst take is below. Note the pension comments in JP Morgan; this helps explain why Boeing… Read More
737 MAX ‘commitments’ and what these mean
Note: As a follow up to our previous post about the 787 break-even, Blog by Javier added a third post to simplify his very detailed analysis. You may jump to the link here. Also: AirInsight has this commentary… Read More
Albaugh announces more than 600 commitments for 737 MAX
At an appearance with Goldman Sachs today, Jim Albaugh, CEO of Boeing Commercial Airplanes, announced there are now more than 600 commitments for the 737 MAX. Announced what we reported weeks ago: Boeing selected 68 inch fan for… Read More
Analyst takes on Boeing’s investors’ days
Here is what the analysts are saying about the Boeing investors’ days this week: From Wells Fargo: 787 and Ramp Up. Overall, we believe the biggest issues that investors have been trying better to understand are (1) the… Read More