Mitigating risk, lessons learned as Boeing heads into MAX, 777X production

Aug. 12, 2015, © Leeham Co. Mitigating risk and taking lessons learned from across the entire 7-Series families are key to improving productivity, cutting costs and preparing for the transition from the 737NG to the MAX and from… Read More

Muilenburg’s debut as CEO on Boeing earnings call

July 22, 2015: Dennis Muilenburg made his first appearance today on a Boeing earnings call as president and CEO. Jim McNerney, who was chairman and CEO until June when he relinquished the CEO title to Muilenburg, began the… Read More

Analysts hone in on Boeing Free Cash Flow

Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More

Boeing 1Q15 earnings: EPS beats consensus but cash flow concerns dominate analyst reaction

April 22, 2015: Boeing reported its first quarter earnings today, with earnings per share well ahead of analyst expectations. Of the analyst reports we see, only Bernstein was pleased with the cash flow, with others concluding free cash… Read More

Challenges working against 777 Classic production goal

Subscription Required Introduction March 22, 2015, c. Leeham Co.: The aerospace analyst team at Wells Fargo last Thursday predicted a production rate cut for the Boeing 777 Classic despite continued statements by Boeing it will maintain production at… Read More

Pontifications: Boeing cracks open door to 777 production rate cuts (or not)

March 8, 2015: Boeing cracked open the door March 5 to a production rate reduction on the 777 Classic, the first time since launching the 777X in 2013 that officials have publicly deviated from their insistence the current… Read More

Boeing earnings conference call: We’re in better and stronger position than ever, says McNerney

See here for initial analyst reaction before the earnings call. Boeing is entering 2015 better and stronger than at any time in recent history, said CEO Jim McNerney at the start of the Boeing earnings call today on… Read More

Odds and Ends: CSeries status; Airbus accident analysis; 737 rate increase; Kenya Air holds Boeing hostage

CSeries Status: Here is an interesting, detailed article from a blogger who follows the Bombardier CSeries more closely than anyone we can think of. The article pretty well summarizes the issues, although we have this additional color: the… Read More

Boeing 2Q earnings call recap

Here are highlights from today’s Boeing’s second quarter earnings call. Jim McNerney (JM), CEO Greg Smith (GS), CFO JM: We are working closely with UK investigators on Ethiopian Airlines 787 ELT fire. In anticipation of planned action by… Read More