Pontifications: Analysts overlook Boeing losses for cash flow gain; what’s behind the jump in charges?

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

“I’m sure glad 2020 is in the rear view mirror.”–David Calhoun, Boeing CEO

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

Pontifications: Boeing’s latest forecast raises more doubt than hope

Oct. 12, 2020, © Leeham News: Every year, like clockwork, when Boeing publishes its 20-year Current Market Outlook, there is always another upward revision in forecast demand for new aircraft. So, when the Chicago-based OEM admits that demand… Read More

Pontifications: 2Q earnings reports begin this month

July 13, 2020, © Leeham News: Earnings season calls for the second quarter begin this month. For our readers, Airbus and Boeing are the big ones. Boeing’s earnings call is July 29. Airbus follows the next day. A… Read More

Pontifications: Boeing’s alphabet soup of airplanes and more

It’s time for catching up on Odds and Ends. By Scott Hamilton March 2, 2020, © Leeham News: NMA. NSA (version 1). NSA (version 2). NLT. FSA. MOM. These are Boeing’s acronyms for its next airplane.  Whatever it… Read More

Looking beyond MAX

Nov. 25, 2019, © Leeham News: Boeing still doesn’t have a timeline for recertification of the 737 MAX and the Federal Aviation Administration isn’t going to be rushed, but aerospace analysts are increasingly looking beyond the grounding at… Read More

Analysts react to Boeing’s 2Q charge, cost and RTS announcement

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

FAA prepared to act alone to lift MAX grounding

Subscription Required Introduction May 9, 2019, © Leeham News: Boeing hopes that the Federal Aviation Administration will lift its grounding order for the 737 MAX as early as next month. It is prepared to act alone, LNA has… Read More

A380 termination good for Airbus, tough on suppliers, analyst says

Feb. 11, 2019, © Leeham News: Terminating the A380 program may be a blessing in disguise for Airbus, writes a US aerospace analyst. At the same time, it could cause headaches for the supply chain. Carter Copeland of… Read More

Pontifications: An in-depth assessment that people matter at Airbus

May 21, 2018, © Leeham News: In February, consultant Richard Aboulafia colorfully said Airbus was plagued by “decapitation” of its executive ranks as retirements and resignations came one after another after another. In April, LNC raised the prospect… Read More