Analysis: Calhoun’s insider status raises question: is he the one to pull Boeing out of its dive?

Analysis By Scott Hamilton Dec. 23, 2019, © Leeham News: The Boeing Board of Directors has fired Dennis Muilenburg. Board chairman David Calhoun was named president and CEO, effective next month. The delay is required while Calhoun resigns… Read More

Breaking News: Muilenburg out, Calhoun becomes president and CEO, Kellner named chairman

Dec. 23, 2019: Boeing press release: (Leeham News analysis to come.) New Leadership to Bring Renewed Commitment to Transparency and Better Communication With Regulators and Customers in Safely Returning the 737 MAX to Service CHICAGO, Dec. 23, 2019… Read More

Pontifications: There was other news in 2019 besides MAX. Really.

Dec. 23, 2019, © Leeham News: The Boeing 737 MAX crisis clearly dominated the news this year. It’s felt like the aviation stories have been all-MAX, all-the-time. Believe it or not, there was aviation news other than the… Read More

Boeing union creates strike fund for 2024 contract negotiations

Dec. 21, 2019, © Leeham News: The International Association of Machinists District 751, the touch-labor union at Boeing’s Seattle-area plants, launched a campaign for a strike fund this week. The current labor contract expires in September 2024, five… Read More

Minimum 3-6 month 737 MAX production shutdown seen

By Scott Hamilton Dec. 17, 2019, © Leeham News: Boeing announced yesterday a suspension in production of the 737 MAX line. It didn’t put a timetable to the shutdown. But one aerospace analyst predicts the shutdown will be… Read More

Analysts align in reaction to MAX production suspension

Dec. 17, 2019, © Leeham News: Wall Street analysts were fairly aligned in their reaction to Boeing’s decision to suspend production. Below are excerpt of some of the research notes received by LNA:

Pontifications: MAX RTS, Emirates 777X order, Suspending 737 production, more

Editor’s Note: News reports Sunday indicated Boeing is considering reducing or suspending production of the 737 MAX. LNA reported this possibility Dec. 11. While Sunday’s reports suggest Boeing will halt production, LNA is told a rate cut to between 10-20… Read More

With no end of MAX grounding in sight, Boeing may be forced to cut or suspend production soon

Dec. 11, 2019, © Leeham News: With confirmation by the Federal Aviation Administration that recertification of the 737 MAX won’t happen until 2020, Boeing is rapidly facing a decision whether to reduce or suspend MAX production. With no… Read More

FAA: No MAX certification until 2020; analysis forecast 15 more crashes if MCAS not fixed

Dec. 11, 2019, © Leeham News: A new round of Congressional Hearings about the Boeing 737 MAX got underway today. Before the hearing began at the House Transportation Committee, FAA Administrator Steve Dickson appeared on CNBC today. Among… Read More

First reports from Boeing’s MAX briefings last week

Dec. 10, 2019, © Leeham News: The first reporting from last week’s Boeing briefings for analysts, opinion-makers, influencers and consultants (but not the media) began to emerge Saturday. (Media briefings may be scheduled in January.) The briefings are… Read More