Subscription Required By Scott Hamilton Analysis April 22, 2024, © Leeham News: Boeing reports its first quarter financing results on Wednesday. It’s not going to be pretty. But how “transparent” will CEO David Calhoun and CFO Brian West… Read More
Feb. 7, 2023, © Leeham News: Our report last week about Rolls-Royce’s new CEO characterizing the company in dire straits is just part of the story. Shortly before that, on January 18, JP Morgan issued a 38-page dissection… Read More
Oct. 31, 2022, © Leeham News: Boeing last week surprised Wall Street aerospace analysts with a huge loss instead of the expected profit for the third quarter. But positive cash flow was the metric the analysts focused on…. Read More
By Scott Hamilton Jan. 27, 2021, © Leeham News: “I’m sure glad 2020 is in the rear view mirror.” This was Boeing CEO David Calhoun’s opening statement in his appearance today on CNBC’s Squawk Box. Calhoun appeared on… Read More
By the Leeham News Staff Jan. 20, 2021, © Leeham News: There is risk of another production rate cut for the 787, JP Morgan wrote in a Jan. 12 note. Boeing already is reducing the rate to 5/mo… Read More
Jan. 22, 2020, © Leeham News: Boeing’s announcement yesterday that it does not expect recertification of the 737 MAX until mid-year drew generally negative responses from Wall Street aerospace analysts. More charges and costs to Boeing and the… Read More
July 19, 2019, © Leeham News: Boeing yesterday announced a $4.9bn charge connected to customer compensation for the 737 MAX grounding. It also announced a $1.7bn additional cost associated with the accounting block and forecast a 4q2019 return… Read More
Subscription Required Introduction April 29, 2019, © Leeham News: With first quarter financial results beginning to be reported, the impact of the grounding of the Boeing 737 MAX is beginning to emerge. Boeing 737 MAXes stored at Everett… Read More
April 24, 2019: Initial analyst reaction to Boeing’s 1Q2019 earnings, which were impacted by the grounding of the 737 MAX two weeks before the engine of the quarter, was positive. Pre-market trading was initially up more than $6;… Read More
Dec. 6, 2018, © Leeham News: The prospective Boeing 797 (NMA) must stand on its own business case and not rely on aftermarket contracts for a profitable program, reports investment bank JP Morgan. JPM’s aerospace analyst Seth Seifman… Read More