Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- 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
- Books to consider for Christmas November 29, 2024
- Slow, methodical process to restore Boeing’s trust, efficiencies November 28, 2024
Pontifications: A sea change at Boeing
Jan. 18, 2016, © Leeham Co. The surprise announcement last week of a tentative contract agreement between Boeing and its engineers union, SPEEA, was the best news coming out of the company that I’ve heard in years.
737 MAX to roll out to Boeing product strategy challenges
Subscription Required Introduction The Boeing 737-8 rolls out tomorrow to challenges to Boeing’s product strategy. Image via Google images. Dec. 7, 2015, © Leeham Co: Boeing rolls out its first 737 MAX tomorrow to no press fanfare. Today… Read More
Pontifications: Boeing to focus on “long-term liabilities” in 2016’s SPEEA contract negotiations
Nov. 16, 2015, © Leeham Co. Boeing will target “long term liabilities” in its contract negotiations with SPEEA, the engineers union, its president quoted CEO Dennis Muilenburg as telling him in September. Ryan Rule, president of the local… Read More
Pontifications: Boeing moves in China only the beginning
Sept. 28, 2015, (c) Leeham Co.:The move by Boeing to establish a 737 Completion Center in China is only one step in a series of moves to increase its footprint there. Boeing also said it will join with… Read More
Muilenburg’s opportunity with Boeing unions
Sept. 23, 2015, © Leeham Co. The plan to open a 737 Completion Center in China is an opportunity for Boeing Commercial Airplanes (BCA). It’s also an opportunity for Dennis Muilenburg, who was named chief executive officer of… Read More
Pontifications: Steady as she goes at Boeing–for now
July 27, 2015, © Leeham Co. Dennis Muilenburg, who became the chief executive officer at The Boeing Co. the Tuesday after the Paris Air Show ended (and at which Jim McNerney was front-and-center in his role as CEO), was… 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
Boeing 2Q/1H 2015 earnings
July 22, 2015: Boeing reported its 2Q2015 and 1H2015 earnings today, with higher revenue, $3.3bn in the all-important cash flow and a strong commercial backlog. The earnings call presentation is here. The earnings call is here at 10:30am… Read More
