Leeham News and Analysis
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Leeham News and Analysis
- Boeing CEO promises company is turning around…again April 24, 2024
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- 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
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
Boeing 777 Japanese suppliers see rate cut in 2016: BAML
May 26, 2015: Key Japanese suppliers on the Boeing 777 program have told Bank of America Merrill Lynch they expect a production rate cut in 2016, BAML aerospace analyst Ron Epstein reports in a note published earlier today…. Read More
Analysts hone in on Boeing Free Cash Flow
Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… 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