Boeing: program charges right course to de-risk finances

July 27, 2016, © Leeham Co.: Boeing officials termed charges against the 787, 747-8 and KC-46A as the right course while reaffirming the underlying strength of the company. CEO Dennis Muilenburg said the charge against the 787 was… Read More

Pontifications: Improbably, 787 surplus develops

May 16, 2016, © Leeham Co.: As improbable as it sounds, a short-term surplus of Boeing 787s has developed, say several market officials. Lease rates in some cases on 787-8s and 787-9s have dropped below $900,000/mo for 787-8s… Read More

Analysts skeptical going into Boeing investors day

Subscription Required Introduction May 12, 2016, © Leeham Co.: Boeing executives faced skeptical aerospace analysts at its annual investors day yesterday in Seattle. Presentations by Dennis Muilenburg, CEO of The Boeing Co., Chairman, President and Chief Executive Officer,… Read More

Boeing investors day: Conner: today’s hard decisions assure future

May 11, 2016: Decisions Boeing has made today have been hard, but assure Boeing will be around another 100 years, says Ray Conner, CEO of Boeing Commercial Airplanes. “We compete every day with aggressive competitors.” Note: Boeing is holding… Read More

Boeing investors day: Smith: becoming a global industrial champion

May 11, 2016: Boeing strives to be a global industrial champion, not just against its peer group, says Greg Smith, the chief financial officer of The Boeing Co. Boeing has a continuing commitment to returning cash to shareholders, repurchasing… Read More

Boeing investors day: Muilenburg: we cannot stand still

  May 11, 2016: Boeing is in the strongest position it’s ever been but Boeing cannot stand still, says Dennis Muillenburg, chairman and CEO of The Boeing Co. Customers want high value and low costs. “Our goal is… Read More

Boeing 1Q results reveal “underlying strength”

April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… 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

Dreamliner cash positive or not?

By Bjorn Fehrm Subscription required. Introduction 31 March, 2016, ©. Leeham Co: Boeing will present its first quarter 2016 results in about three weeks. One area which will be carefully scrutinized by the aerospace analysts will be the progress… Read More

Boeing Outlook: 777 rate cut, 737 hike (Update 2)

Due to technical problems with the webcast, Boeing ended the earnings call this morning before Q&A and rescheduled at 1pm EST. The original, short post is updated with the re-do of the earnings call. The PDF slide show… Read More