Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
- Focus on quality not slowing innovation, says GKN April 18, 2024
- Boeing defends 787, 777 against whistleblower charges April 17, 2024
- Dissecting Boeing CEO’s statement next new airplane will cost $50bn April 15, 2024
IAM, Boeing talks fail; 777X site selection evaluation continues; Update: Members to vote on deal
Update, 11:30pm PST: KIRO TV (CBS Seattle) quotes Boeing spokesman Doug Alder as saying the Boeing offer has not been withdrawn, contradicting the IAM 751’s understanding. Update, 9:10 PM PST: The Seattle Times reports the IAM 751 membership… Read More
Loyalty is a one-way street at Boeing
Boeing’s move to shop around the 777X assembly site, while telegraphed and certainly expected, is another example of the shifting loyalties at Boeing that have been more than a decade in the making. Before we start, it must… Read More
Chasing the 777X assembly site
Washington State is ramping up its all-out effort to land the assembly site of the Boeing 777X. Gov. Jay Inslee appointed a bi-partisan panel from the Legislature to come up with an incentive package to present to Boeing…. 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
Paris Air Show, Day 2
To us the biggest news coming out of Day 2 was not the launch of the Boeing 787-10–this was widely expected–but the suggestion by Boeing CEO Jim McNerney that he might seek a waiver to the mandatory age… Read More
McNerney may seek retirement waiver: our view
Boeing’s Jim McNerney may seek a waiver to the mandatory retirement age of 65–he’s 64 this year–to continue as chairman and CEO. As soon as the news was out, we got a call from one Wall Street analyst… Read More
“We’ll be in a constant state of development for the next 10 years:” Boeing’s Fancher
Boeing may not be designing new airplanes to replace the 737 NG or the 777 family, but the head of Airplane Development says Boeing employees will be busy just the same. “We’re going to be in a constant… Read More
Odds and Ends: Airbus, Boeing trade barbs–again; Airbus raises order goals; first 787-10 commitment
More tit-for-tat: Airbus and Boeing are engaged again in their pointless trading of barbs. But it makes for entertaining reading. Here’s what Boeing had to say. The relevant excerpt is from the Bloomberg report: Airbus doesn’t “have an… Read More
Boeing’s McNerney: Interest in 787-10, 777X high; “our airplanes are better than theirs”
Boeing held an investors’ conference today that began at zero dark thirty PDT, so we weren’t up to listen to the webcast. The PDF presentations are here. According to news reports, McNerney said interest in the forthcoming 787-10… Read More