Boeing’s on the defensive in single aisle market as Airbus enhances A321neo

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Boeing earnings: margins up, cash, deferred costs disappoint some

Boeing announced its third quarter earnings today. Here is the press release. The initial analyst take: Bernstein Research (Buy) Boeing reported Q3:2014 core EPS of $2.14, well above our estimate of $1.89 and consensus of $1.98. Revenues of… Read More

Boeing’s 777X wing factory; earnings today

Boeing’s 777X wing factory: We had to bow out at the last minute attending the groundbreaking of the 777X wing factory in Everett (WA), so we’re linking coverage. Boeing press release, with statistics Seattle Times, with links to… Read More

Exclusive: Airbus launches “A321neoLR” long range to replace 757-200W

Airbus has started marketing a long-range, higher gross weight version of the A321neo that it says will have 100nm more range than the Boeing 757-200W used on long range, trans-Atlantic routes, Leeham News and Comment has confirmed. We… Read More

E-Jet, the project that shaped Embraer

By Bjorn Fehrm Introduction In a recent visit to Embraer in Brazil we got a thorough brief on the background and decision making around the E-Jet and E-Jet E2 programs. We have written about these programs before but… Read More

Mitsubishi rolls out MRJ90

Mitsubishi rolled out its MRJ90 regional jet, the first passenger airliner to be produced in Japan since the YS-11 turbo-prop in 1962. The MRJ90 challenges the Embraer E-175/190 and E2 and the Bombardier CRJ900. The smaller MRJ70 won’t… Read More

A380neo becoming a reality

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Assessing the VLA market

Free content. Introduction The business model for the Airbus A380 and its future has long been subjects of sharp debate. Airbus launched the giant airplane in 2000, with a maximum capacity of 850 passengers and a typical airline… Read More

Airbus, Boeing production gaps for the A330, 777

Airbus last week announced it will reduce production on the A330ceo from 10 per month to nine per month, beginning in 4Q2015. We predicted in 1Q2014 that the rate would have to come down, due to the sharp… Read More

Indigo order raises questions of demand in India, elsewhere

Free content. Introduction The Indigo order announced this week for 250 Airbus A320neos raises once again questions of whether Indian airlines in particular and the greater Asian region in general are over-ordering airplanes. We’ve written in the past… Read More