Leeham News and Analysis
There's more to real news than a news release.
Boeing 3Q2025: 777X gets new $4.9bn write off as earnings results prove mixed
By Karl Sinclair Oct. 29, 2025, © Leeham News: The Boeing Company (BA) took another charge in the third quarter, to the tune of $4.9bn, on the struggling 777X program–which has yet to deliver a single aircraft to… Read More
Boeing’s Orberg: Striving for parity with Airbus deliveries
Traveled work, rework are still obstacles 777X certification running late; customers now see first deliveries in 4Q2026 By Karl Sinclair Sept. 17, 2025, © Leeham News: “We were almost at parity on deliveries with Airbuses last month…. We’re… Read More
The Rise and Fall of Boeing, And The Way Back
By Scott Hamilton Sept. 10, 2025, © Leeham News: The sequel to my book Air Wars, The Global Combat Between Airbus and Boeing, published today on Amazon (US and selected international markets, including France, the UK, Germany, Japan… Read More
Ortberg becomes more cautious about 737 MAX production ramp timing
By Scott Hamilton July 30, 2025, © Leeham News: Boeing CEO Kelly Ortberg began to walk back just a bit about the timeline to ramp up production of the 737 MAX during the 2Q2025/1H2025 earnings call. It’s the… Read More
Boeing’s CEO Kelly Ortberg, “Our recovery plan is taking hold.”
By Karl Sinclair July 29, 2025, © Leeham News: The Boeing Company (BA) President and CEO Kelly Ortberg is confident that, despite there still being work to do, he likes the direction that the company is headed in…. Read More
Boeing ponders 16/mo production rate for 787
By Scott Hamilton July 16, 2025, © Leeham News: Boeing is considering boosting the production of its 787 widebody jet to 16/mo, LNA has learned. This record rate would be at its Charleston (SC) plant and would exceed… Read More
Five for Five: Air India crash points to systemic problems at Boeing that CEO Ortberg must fix
By Scott Hamilton June 15, 2025, © Leeham News, Le Bourget, France: The Paris Air Show was supposed to be another step, however small, in Boeing’s way back from six years from crisis after crisis, safety and quality… Read More
Boeing CEO: Lessons learned are key to certification of 737-7/10 and 777X
By Karl Sinclair Analysis June 2, 2025, © Leeham News: Boeing CEO Kelly Ortberg believes that lessons learned from the 737 MAX crisis and subsequent in-depth oversight by the Federal Aviation Administration (FAA) are key to certifying the… Read More
Boeing First Quarter Results Update: China is 10% of the backlog, with 500 in “Unidentified”
By Karl Sinclair April 23, 2025, © Leeham News: China represents 10% of Boeing’s commercial airliner backlog, CFO Brian West clarified on the Boeing 1Q2025 earnings call. About 50 aircraft are scheduled to be delivered to China this… Read More
Boeing reports mixed results of latest employee survey, but middle management and officers remain key obstacles
By Scott Hamilton April 22, 2025, © Leeham News: Boeing released an employee survey last week about safety, culture, and related items. Some areas recorded improvements, while others recorded declines. But the survey data released did not address… Read More