Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

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

 214 Comments

 Posted on February 9, 2023 by

 Boeing, Heard on the Ramp, Pacific Northwest Aerospace Alliance

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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

 1 Comment

 Posted on May 3, 2021 by

 Airbus, Boeing

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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

 80 Comments

 Posted on May 3, 2021 by

 Airbus, Boeing, Pontifications

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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

 76 Comments

 Posted on April 29, 2019 by

 Boeing, Boeing 737 MAX, ET302, Ethiopian Airlines, JT610, Lion Air, Pontifications

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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

 100 Comments

 Posted on February 13, 2018 by

 Airlines, Boeing, New Midmarket Aircraft, NMA, Pacific Northwest Aerospace Alliance

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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

 53 Comments

 Posted on August 22, 2016 by

 Boeing, Leeham News and Comment

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C Series charge spotlights 787 deferred costs

Subscription Required May 4, 2016: (c) Leeham Co.: The $500m charge reported last week by Bombardier for 127 recent orders for its C Series resulted in shining the spotlight on Boeing’s deferred production costs for the 787. As LNC… Read More

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 Posted on May 5, 2016 by

 Airbus, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Premium

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Pontifications: Earnings week for Airbus, Boeing, Bombardier and Embraer

April 25, 2016, © Leeham Co.: Airbus, Boeing, Bombardier and Embraer having their first quarter earnings call this week. Bombardier also has its Annual General Meeting concurrent with its 1Q earnings on Friday. The big anticipation will be… Read More

 90 Comments

 Posted on April 25, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Embraer, Pontifications, Pratt & Whitney

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Why Boeing won’t take a charge on 787s

Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More

 1 Comment

 Posted on April 11, 2016 by

 air force tanker, Airbus, Boeing, Bombardier, CSeries, Pacific Northwest Aerospace Alliance, Premium

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Bombardier 3Q2015 earnings call

Oct. 29, 2015: “I feel confident in our liquidity going forward,” following the investment by the Quebec government of $1bn in the CSeries program, says Alain Bellemare, president and CEO. With that, Bombardier launched its third quarter earnings call. Cancellation of… Read More

 8 Comments

 Posted on October 29, 2015 by

 Bombardier, CSeries

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