HOTR: Boeing warns of forward losses on 787, 777X programs

By the Leeham News Staff Aug. 5, 2020, © Leeham News: In another demonstration of the negative impact of the COVID-19 crisis, Boeing warned that two flagship airplane programs could face forward losses. Neither the 787 nor the… Read More

Boeing’s big opportunity

Subscription Required Now open to all Readers. By Scott Hamilton Analysis Introduction Aug. 3, 2020, © Leeham News: Boeing has one of the biggest opportunities in decades. This is counter-intuitive, given the disaster it faces with the COVID-19… Read More

Looking ahead for 2020 and 2030 decades: Boeing

Subscription Required Second in a series. By Scott Hamilton and Vincent Valery Introduction June 24, 2020, © Leeham News: “Airbus’ widebody strategy is a mess.” This is what Kostya Zolotusky, then a VP with Boeing Capital Corp., said… Read More

Returning MAX safely to service is Boeing’s “top priority”

June 17, 2019, © Leeham News: Boeing executives focused on its top priority, returning the grounded 737 MAX, safely to service, in its lead off briefing today at the Paris Air Show. Greg Smith, EVP of The Boeing… Read More

MAX impact on Boeing NMA beginning to emerge

Subscription Required Introduction May 2, 2019, © Leeham News: There was indication last week Boeing’s decision on whether to approve the New Midmarket Airplane program will slide. CEO Dennis Muilenburg said on the company’s first quarter earnings call… Read More

Pontifications: I don’t know what to make of this

April 1, 2019, © Leeham News: One can’t help but think, a lot, about the two Boeing 737 MAX crashes and the facts that Boeing created the system, linked it to one sensor, not two, didn’t tell the… Read More

Airbus poised to out-deliver Boeing in 2019

Subscription Required LNC’s Corporate and Enterprise subscribers received this Jan. 3. Jan. 8, 2019, © Leeham News: Airbus is positioned to out-deliver Boeing this year, boosted by the addition of the Bombardier CSeries acquisition last year. LNC projects… Read More

2019 Outlook: Boeing’s decision on NMA is the headline to watch

Subscription Required Introduction Dec. 21, 2018, © Leeham News: It is a stretch to say 2019 is a pivotal year for Boeing. There would have to be events of tsunami proportions to be pivotal for a company with… Read More

Tanker wars may be back

Subscription Required Introduction Dec. 10, 2018, © Leeham News: The tanker wars may be back. Airbus has teamed with Lockheed Martin to offer the Airbus A330-200MRTT to the Pentagon in a for-hire business model. The agreement also provides… Read More

Pontifications: “Enterprise P&L” key to NMA business case

Oct. 4, 2018, © Leeham News: A consensus appears to have developed among aerospace analysts that the business model for the prospective Boeing New Midmarket Aircraft is about much more than the profit-and-loss case for a stand-alone airplane… Read More