Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- CFM gets FAA and EASA certification for a more robust LEAP-1A turbine. December 10, 2024
- Global instability poses questions for aerospace industry December 9, 2024
- How Trump tariffs affected, and could affect, Airbus, Boeing and Embraer December 6, 2024
- Start-up hybrid plane OEM MAEVE teams with MHIRJ for sales, more December 5, 2024
- Production increase delays hurt Airbus costs December 2, 2024
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
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
