Impact of MAX grounding emerges with earnings reports

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Initial analyst reaction to Boeing 1Q earnings

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

NMA must stand on its own business case

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

Boeing confident of 737 recovery by year-end; some analysts express doubt

Sept. 6, 2018, © Leeham News: As incomplete Boeing 737s fill the ramps, taxiways and other available space at Renton Airport and Boeing Field, company officials sought to assure aerospace analysts there is a recovery plan that will… Read More

China proposes tariffs on Boeing planes, but it’s less than meets the eye

April 4, 2018, © Leeham News: The Trump Administration’s ill-conceived proposed tariffs on aircraft parts made and imported from China prompted what on the surface appears to be a hit back at Boeing,  but which in reality seems… Read More

Supply chain stress, number of variants challenge 737 production rate hike

March 27, 2018, © Leeham News: Current production rates and complexity in the transition between the Boeing 737 NG and 737 MAX is straining the supply chain feeding Spirit Aerosystems, its CEO told a JP Morgan conference March… Read More

GE/CFM in “lockstep” with Boeing on NMA

March 22, 2018, © Leeham News: GE Aviation/CFM International are in “lockstep” with Boeing for development of an engine for the New Midrange Aircraft (NMA, or 797), the CEO of GE Aviation told a JP Morgan Aviation conference… Read More

Insignificant impact on Boeing from aluminum tariff: JP Morgan

March 2, 2018, © Leeham Co.: President Trump this week announced tariffs of 25% and 10% on steel and aluminum imports, sparking a sharp stock sell-off and provoking fears of a trade war. Ever parochial in its coverage,… Read More

Boeing earnings: strong 3Q, 9 months, first look at Global Services

Oct. 25, 2017: Boeing announced strong earnings for the third quarter and nine months ending Sept. 30, including the first break-out of Boeing Global Services. The press release may be seen here. JP Morgan’s initial take:

Assessing the 787 production rate increase

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