April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… Read More
Boeing launches PFS 2.0
Update, 0815 PDT July 7: Boeing Corporate Headquarters responded to our questions. The transcript has been added to the article below. July 7, 2016, © Leeham Co.: Boeing’s controversial Partnering for Success (PFS) drew ire from its suppliers… Read More
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Posted on July 7, 2016 by Scott Hamilton
air force tanker, Boeing, Leeham News and Comment, Pacific Northwest Aerospace Alliance, United Technologies
747-8, 787, Boeing, Dave Gitlin, Héroux-Devtek, Jim McNerney, KC-46A, Michel Merluzeau, Pacific Northwest Aerospace Alliance, Partnering for Success, PFS 1.0, PFS 2.0, PNAA, Richard Aboulafia, United Technologies Aerosystems, UTAS
Boeing: no new technical issues with KC-46A
June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More
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Posted on June 2, 2016 by Scott Hamilton
air force tanker, Boeing
737 MAX, 737-10, 777 Classic, 777X, 787-10, 787-8, 787-9, Bernstein Research, Boeing, Dennis Muilenburg, KC-46A
New KC-46A delay means more charges probable
Subscription Required Introduction May 30, 2016, © Leeham Co.: It’s the classic maneuver to bury bad news: Boeing Boeing KC-46A. Source: National Defense Magazine via Google images. announced on Friday, the start of the three-day Memorial Day weekend… Read More
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Posted on May 30, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Premium
787-8, air force tanker, Airbus, Boeing, Dennis Muilenburg, Jim McNerney, KC-30, KC-46A, KC-767, Terrible Teens, USAF
Boeing 1Q results reveal “underlying strength”
April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… Read More
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Posted on April 27, 2016 by Scott Hamilton
air force tanker, Boeing
1Q2016 Boeing earnings call, 737 MAX, 737NG, 747-8, 777 Classic, 787, Boeing, Dennis Muilenberg, Greg Smith, KC-46A
Why Boeing won’t take a charge on 787s
Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More
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Posted on April 11, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries, Pacific Northwest Aerospace Alliance, Premium
747-8, 787, A330ceo, A330neo, A350-900, Airbus, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Jim McNerney, KC-46A, Pacific Northwest Aerospace Alliance, Ray Conner, Richard Aboulafia, Rob Spingarn, Ron Epstein, Teal Group, The Seattle Times
Pontifications: Catching up on the KC-46A, KC-30A
April 11, 2016, © Leeham Co.: The Government Accountability Office (GAO) concludes that the Boeing KC-46A aerial refueling tanker for the US Air Force has “challenging testing and delivery schedules” ahead in its annual review of the program…. Read More
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Posted on April 11, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, EADS, Northrop, Pontifications
aerial refueling tanker, Airbus, Boeing, EADS, KC-30, KC-330 MRTT, KC-46A, KC-767, Northrop Grumman, USAF
Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough
April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More
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Posted on April 4, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, IAM 751, International Association of Machinists, Pontifications
737-9, 747-8, 757, 777 Classic, 777X, 787, A321NEO, A380, A400M, Airbus, Boeing, Flight International, KC-46A, Lion Air, Puget Sound Business Journal, Randy Tinseth, Ray Conner, Richard Aboulafia, Seattle Times, Steve Trimble, Steve Wilhelm, Teal Group
Airbus only one reason for Boeing cost-cutting
The bigger danger at Boeing is not Airbus pricing, but the potential for up to 15,000 early retirements this year by engineers, technicians and touch-labor. See Scott Hamilton’s column at Forbes online. Job cuts drive margin at Boeing, analyst… Read More
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Posted on March 31, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing
737, 737 MAX, 777, 787, A320, Airbus, Boeing, Dennis Muilenburg, KC-46A, Ray Conner
Pontifications: Airbus USA321 a milestone for US aerospace
March 28, 2016, © Leeham Co.: The first US-built A320ceo family member took to the skies for its first flight last week. The A321ceo, destined for JetBlue, is the first assembled at the new Airbus A320 plant in… Read More
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Posted on March 28, 2016 by Scott Hamilton
Airbus, Boeing, EADS, MOM, Pontifications
737, 747-8, 767, 777 Classic, 777X, 787, A320 family, A321ceo, Air Force One, Airbus, Airbus Mobile, Boeing, EADS, KC-135, KC-330 MRTT, KC-46A, Middle of the Market aircraft, MOM
Dissecting Boeing cost-cutting
Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More
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Posted on February 11, 2016 by Scott Hamilton
Airbus, Boeing, IAM 751, Leeham News and Comment, Premium, SPEEA
737-10, 757, 777X, A330, Airbus, Boeing, Dennis Muilenburg, IAM 751, Jim McNerney, KC-46A, Ray Conner. 787, SPEEA, Wall Street Journal
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