Airbus, Boeing under price pressure

The Wall Street Journal has two articles about Airbus and Boeing being under price pressure. There is a third article by the WSJ about Airbus wanting its suppliers to consolidate. The two companies have accused each other of… Read More

EADS announces earnings: depressed by A380 wing costs, a US customer Ch 11 and political issues

Not a good day for EADS and Airbus: Reuters: Spat with Germany affects cash position BBC: Hawker Beechcraft bankruptcy costs Airbus Washington Post: A380 wing fix costs EADS; A350 program “challenging”  

Bombardier announces delay in CSeries first flight

Earnings Call Update: We’ve made substantial progress. First flight will be by end of June 2013 with EIS for CS100 a year later. CS300 timeline still EIS YE2014. BBD did not identify “major systems” that are taking longer… Read More

To the next President and next Congress: Maybe Sequestration should happen after all for the long-term good

As voters go to the polls today, we’ve turned our thoughts to Sequestration and the impact on Defense budgets. Defense sequestration is widely view as a disaster for national defense and for employment. Sequestration requires a cut of… Read More

Odds and Ends: Good week for Boeing; 777X-no news yet; SPEEA; Bombardier earnings call

Good Week for Boeing: Last week was a good one for Boeing: after a short delay, United Airlines received its second 787 and the type entered domestic service with the carrier Sunday (technically, of course, that’s “this” week)…. Read More