Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: New aircraft technologies. Part 40. The initial production crisis December 1, 2023
- The Exception to the Green Propulsion Rule November 30, 2023
- Rolls-Royce sets out ambitious vision to future-proof its business November 29, 2023
- Pontifications: Airbus ponders A330neo MRTT, Boeing ponders KC-46A re-engine November 28, 2023
- Preview of Rolls-Royce Capital Markets Day November 27, 2023
Earnings season about to begin. Here’s what to watch for.
Subscription Required By Scott Hamilton Oct. 9, 2023, © Leeham News: Earnings season reporting is about to start and there are some key things to look for. The first companies, including Boeing, begin reporting the week of Oct…. Read More
McNerney may seek retirement waiver: our view
Boeing’s Jim McNerney may seek a waiver to the mandatory retirement age of 65–he’s 64 this year–to continue as chairman and CEO. As soon as the news was out, we got a call from one Wall Street analyst… Read More
Pace increases for 787 return to service
Multiple signs are pointing to the increasing pace for the return to service for the Boeing 787, but a top company official dodged a question yesterday on the timing. Aviation Week reports that Boeing’s 787 simulators are being… Read More
Boeing opens new Everett Delivery Center
Boeing today opened its new, 180,000sf delivery center at Everett Paine Field. The three-gate EDC is three times the size of the previous center that was roughly on the same site (the new EDC parking lot displaced the… Read More
Albaugh retires, replaced by Ray Conner
Update: 8:00am PDT June 27: The Seattle Times has a detailed story, including indications why Albaugh chose to retire. Original Post: In shocking news, Boeing announced that Jim Albaugh is stepping down as CEO of Boeing Commercial Airplanes… Read More
Building Boeing’s New Small Airplane
An aside before getting into the heart of this post: the following was sent by a Wall Street analyst upon hearing the news that Boeing will lose $300m on the first 18 KC-46A tankers. KC-46A over-runs. In the… Read More
787 Line 2 decision near/Updated
Update, June 19: Air Transport World’s Geoffrey Thomas (the 2008 Aerospace Journalist of the Year) spoke with Boeing’s CEO Jim McNerney on the 787 Line 2, and it’s more warning to the IAM. Here is the full ATW… Read More
Shanahan interview on 787
We had the opportunity to sit down today (Tuesday) at the Farnborough Air Show with Pat Shanahan, the VP and GM of the 787 program. Here is the transcript of this interview. Leeham: During the Investors Day conference… Read More