Better transparency needed on Boeing’s 1Q earnings call

Subscription Required By Scott Hamilton Analysis April 22, 2024, © Leeham News: Boeing reports its first quarter financing results on Wednesday. It’s not going to be pretty. But how “transparent” will CEO David Calhoun and CFO Brian West… Read More

Dissecting Boeing CEO’s statement next new airplane will cost $50bn

Subscription Required By the Leeham News Team April 15, 2024, © Leeham News: It was a stunning number. Boeing CEO David Calhoun said his successor will have to decide on whether, or how, Boeing will proceed with its… Read More

Aboulafia calls for “regime change now” at Boeing

By Scott Hamilton Feb. 6, 2024, © Leeham News: With hundreds of new 737 MAXes facing delays due to the Federal Aviation Administration’s freeze on production rates, how much compensation will Boeing owe airlines and lessors? It’s a… Read More

Skeptics about Boeing’s 737 production rate

By Scott Hamilton Feb. 5, 2024, © Leeham News: The Federal Aviation Administration froze Boeing’s production rate of the 737 MAX at its current level. But just what is this rate? Boeing says it’s 38 airplane per month…. Read More

Pontifications: Moonshot for engines for Next Boeing Airplane may have to wait

Sept. 12, 2023, © Leeham News: The Next Boeing Airplane (NBA) may be a moonshot for CEO David Calhoun, but airlines will probably be reluctant to take a moonshot on the next new engine. Service issues with the… Read More

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

Calhoun says next new airplane isn’t about engines, it’s about production

Subscription Required Now open to all Readers. By Scott Hamilton Introduction May 3, 2021, © Leeham News: The Next Boeing Airplane (NBA) will not be driven by propulsion. Rather, a transformation in design and production to dramatically lower… Read More