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