Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- How Boeing’s actions affect Products, Airbus: Analysis (Update) October 11, 2024
- Boeing Announces Preliminary Significant Q3 Loss: Cuts 767 Freighter Program, Delays 777X EIS, Major Layoffs October 11, 2024
- Bjorn’s Corner: New engine development. Part 28. Wrapup. October 11, 2024
- Boeing strike hits suppliers, Airbus steps in October 10, 2024
- Boeing-IAM contract talks fail, no new negotiations scheduled, no end in sight October 9, 2024
Pontifications: Tombstone mentalities and Fantasy Land
By Scott Hamilton Analysis April 30, 2024, © Leeham News: David Calhoun, the CEO of The Boeing Co., put this right at the top of an employee message and the 1Q2024 earnings call last Wednesday: “Since Jan. 5,… Read More
Production rates below Boeing’s claim, low supplier confidence
Subscription Required By Scott Hamilton Feb. 15, 2024, © Leeham News: The Federal Aviation Administration (FAA) may have told Boeing it won’t allow product rate increases on the 737 MAX lines, or the addition of the North Line… Read More
Pontifications: It’s been five years since Boeing’s last normal year. Five more to go.
Feb. 6, 2024, © Leeham News: Think about it. The last normal year for The Boeing Co. was 2018—five long years ago. At best, we think the next normal year may be 2028. Another five long years. And… Read More
Pontifications: Analysts overlook Boeing losses for cash flow gain; what’s behind the jump in charges?
Oct. 31, 2022, © Leeham News: Boeing last week surprised Wall Street aerospace analysts with a huge loss instead of the expected profit for the third quarter. But positive cash flow was the metric the analysts focused on…. Read More