Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Solid start for stand-alone GE Aerospace despite cuts to LEAP output April 23, 2024
- SPEEA, Boeing at impasse over safety program, union says April 23, 2024
- Better transparency needed on Boeing’s 1Q earnings call April 22, 2024
- Bjorn’s Corner: New engine development. Part 4. Propulsive efficiency April 19, 2024
- Boeing unlikely to meet FAA’s 90-day deadline for new safety program April 18, 2024
Leeham website updated 4/29
Our Corporate Website has been updated with a new Commentary, News Articles and the Boeing Conference Call transcript. This week we examine the pledge by Boeing CEO James McNerney to tone down the rhetoric in Boeing’s protest of… Read More
News on the tanker, 787, Boeing earnings
The last 24 hours have been busy news days on the tanker and the 787. Reuters published a story yesterday about the Air Force calling the CEOs of Boeing and Northrop Grumman on the carpet for the vitriolic… Read More
Ominous development for Northrop’s tanker
An ominous political development for the Northrop tanker award by the USAF may be developing in the US Senate. An article today in The Washington Post discusses the future of Sen. Robert Byrd, chairman of the Senate Appropriations… Read More
Leeham Co. website updated 4/15
Our Corporate Website has been updated for this week. We discuss what’s perceived by many as Boeing’s scorched earth approach to its protest over the tanker award to Northrop Grumman; and we expand our previous discussion on the… Read More
Tanker wars, continued
Boeing and Northrop continue their tanker public relations war. Boeing fired off this press release about the KC-767’s “survivability” vs. the Northrop KC-30. Northrop fired off a release about jobs, steering people to a 3 1/2 minute National… Read More
KC-30, KC-767 prices revealed
In a remarkable piece of reporting, Reuters‘ Andrea Shalal-Esa uncovered the price offered by Northrop Grumman to the US Air Force for its KC-30 and from there the extrapolation of the price Boeing offered for the KC-767. Reuters… Read More
Boeing’s supplemental protest filing
Here is the Boeing GAO Supplmental Filing of Boeing’s tanker protest. Update: 1000AM PDT: Boeing just wrapped up a conference call discussing the supplemental filing. The call largely went over the filing, and the Q&A was largely expansive… Read More
Breaking News: GAO dumps NGC, USAF; Boeing narrows protest
From The Wall Street Journal: By AUGUST COLE April 2, 2008 6:06 p.m. The Government Accountability Office denied motions filed by Northrop Grumman Corp. and the Air Force to dismiss parts of Boeing Co. protest of a $40… Read More
Air Force says Boeing protest too late
Reuters just posted this story, citing USAF filings with the GAO.
More on tanker
Here are some new developments on the continuing USAF tanker saga: Human Events publishes a rebuttal to a previous piece supporting Boeing. This one supports Northrop. Opponents to US Sen. John McCain continue to make hay over allegations… Read More