Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?

Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More

Analysts opine on Airbus, Boeing, Iran and Brexit

June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More

B/E Aerospace sees “flat” widebody deliveries through 2016

Aug. 12, 2015, © Leeham Co.: Widebody deliveries are “flat as a pancake” and will remain so through 2016 before going up, driven by the Airbus A350, says a major supplier. Officials of B/E Aerospace appeared yesterday at… Read More

Follow the suppliers

Subscription required. Introduction July 28, 2015: © Leeham Co. Trying to decipher what the airframe Original Equipment Manufacturers (OEMs) are going to do is a sporty game that is often analogous to Kremlin watching, especially when it comes to… Read More

Interior supplier sees 777, A330 production rates coming down

July 24, 2015: Interior supplier B/E Aerospace sees Boeing 777 Classic and Airbus A330ceo production rates coming down because Airbus and Boeing aren’t filling the “bridge” between the old and new airplane derivatives. In its second quarter earnings… Read More

Pontifications: Passenger experience and the WOW factor

June 29, 2015, © Leeham Co. Back on June 1, I wrote in this column I had yet to experience traveling on the Airbus A380, which entered service in 2007. The A380 doesn’t serve Seattle, where I live, and… Read More

Trip report: flying the A350 to Airbus Group annual press conference

By Bjorn Fehrm Introduction Feb. 26, 2015: As part of the invitation to cover Airbus group press conference in Munich on Feb. 27 where the annual results are presented, Airbus offered the journalists joining from South of France… Read More

Airbus Innovation Days: A350 Media Test Flight Review

The 150 members of the media received an hour-long ride on A350-900 MSN002 (the “carbon fiber” liveried test plane in the Airbus fleet), a rare event. Entry into the airplane gave a clean, spacious impression, though the Boeing… Read More

Who needs a 747-8I? Air Canada puts 458 seats in 777-300ER

Holy crammed-in-coach, Batman! Air Canada has configured its latest Boeing 777-300ER with 458 seats, in three classes. How in the world? Airline Reporter tells how, and we wouldn’t want to be stuck in coach. We’ve been writing for… Read More