Leeham News and Analysis
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Leeham News and Analysis
- Boeing returns to PNAA December 5, 2023
- Pontifications: Embraer sees easing in pilot shortage, wave of sales coming December 5, 2023
- Airbus: Global services sector to double by 2042 December 4, 2023
- Harvest season at Embraer December 4, 2023
- Bjorn’s Corner: New aircraft technologies. Part 40. The initial production crisis December 1, 2023
The pros and cons of Boeing launching a new airplane program sooner than later
Subscription Required By Scott Hamilton Feb. 23, 2023, © Leeham News: Many, outside of Wall Street analysts and stockholders, are critical of the decision by Boeing CEO David Calhoun to suspend the development of a new airplane. It… Read More
Pontifications: Ihssane Mounir’s big challenge at Boeing
Feb. 14, 2023, © Leeham News: Ihssane Mounir was named senior vice president of Global Supply Chain and Fabrication for Boeing Commercial Airplanes (BCA). Appointed in December, he previously was the top salesman for BCA. Mounir has a… Read More
Aerospace supply chain needs capital, which isn’t always easy to find–and it may be expensive
Subscription Required By Scott Hamilton Feb. 13, 2023, © Leeham News: The aerospace supply chain is still struggling to recover from the grounding of the Boeing 737 MAX, the suspension of deliveries of the 787, the delays to… Read More
HOTR: Boeing slammed in absentia at conference
By the Leeham News Team Feb. 9, 2023, © Leeham News: Boeing wasn’t present, but that didn’t stop a succession of speakers and suppliers from slamming the company during the annual meeting of the Pacific Northwest Aerospace Alliance… Read More
Pontifications: Long road ahead, but Boeing will recover
May 3, 2021, © Leeham News: Cowen Co. called the Boeing 1Q21 financial results “messy” with questions unanswered. Credit Suisse characterized a “challenging 1Q, though recovery should begin to accelerate.” My take falls in line with Credit Suisse…. Read More
Pontifications: “We own it, but…”
April 29, 2019, © Leeham News: Boeing got roundly thumped for blaming the pilots in the Lion Air flight 610 crash involving the 737 MAX last October. It took months before Boeing CEO Dennis Muilenburg issued a video… Read More
NMA demand skeptics aren’t thinking outside the box, Boeing exec says
Feb. 13, 2018, © Leeham Co.: Skeptics who question Boeing’s market demand forecast of 4,000 airplanes for the New Midrange Aircraft aren’t thinking “outside the box,” says Randy Tinseth, VP Marketing. Tinseth heads up the team that prepares… Read More
Pontifications: Getting there from here on Boeing’s deferred production costs
Aug. 22, 2016, © Leeham Co.: Boeing’s deferred production and tooling costs for the 787 program continue to be a focus-item by some aerospace analysts, media and observers: will the company be able to recover these costs, or… Read More
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Posted on August 22, 2016 by Scott Hamilton
Boeing, Leeham News and Comment
787, 787-10, 787-8, 787-9, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Greg Smith, Rob Spingarn, Ron Epstein