Airbus program update tomorrow: what will officials reveal?

Subscription Required By Scott Hamilton Introduction June 14, 2021, © Leeham News: Airbus will provide a commercial program update tomorrow in Toulouse. Will the Next Boeing Airplane be like the 757 with a composite new wing and new… Read More

Pontifications: Long road ahead, but Boeing will recover

May 3, 2021, © Leeham News: Cowen Co. called the Boeing 1Q21 financial results “messy” with questions unanswered. Credit Suisse characterized a “challenging 1Q, though recovery should begin to accelerate.” My take falls in line with Credit Suisse…. Read More

10 Minutes About: Boeing, Calhoun’s extension and Smith’s retirement

April 21, 2021, (c) Leeham News: Boeing announceed April 20 that the Board extended CEO David Calhoun’s mandatory retirement age from 65 to 70. Calhoun was 64 on April 18 and had one year to accomplish everything that… Read More

Boeing AGM routine, action came an hour before

April 20, 2021, © Leeham News: Despite some media suggestions that the Boeing Annual Shareholders’ Meeting would be a “showdown,” the event proved as LNA predicted: More of the same. All 10 company nominees to the Board of… Read More

HOTR: Boeing continues to burn off deferred charges

By the Leeham News Team Jan. 29, 2021, © Leeham News: With all the headlines about Boeing’s record-breaking 2020 loss and the $6.5bn forward loss for the 777X program, there was one item overlooked. Boeing continues to reduce… 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

Pontifications: Don’t lose sight of the future, says top Boeing exec

Dec. 7, 2020, © Leeham News: “It’s really important that we stay in tune with the market dynamics, making the adjustments we need to do and not lose sight of the future. Which is absolutely we are not… Read More

Boeing further trims 787 production; now sees 5/mo in 2021

By Scott Hamilton Dec. 4, 2020, © Leeham News: Boeing will cut the production rate for the 787 to 5/mo by mid next year, it was revealed today. Officials previously announced a rate cut to 5/mo. EVP Greg… Read More

Pontifications: In chaos there is opportunity for Boeing during MAX grounding

Feb. 17, 2020, © Leeham News: Boeing executives said that while the 737 MAX production is suspended, efficiencies are being implemented on the assembly lines. At a Cowen & Co. conference last week, EVP and CFO Greg Smith… Read More

Boeing 737 MAX 2020-23 backlog will require to 2026 to deliver: analysis

Subscription Required Introduction By Scott Hamilton Feb. 14, 2020, © Leeham News: It will take Boeing years to deliver new production airplanes scheduled for delivery in 2020-2023 because the restart of the 737 MAX production will fall far… Read More