Bjorn’s Corner: Communicate or not?

19 February 2016, ©. Leeham Co: Mitsubishi Aircraft Corporation (MAC) announced on Christmas Day that they delayed the entry into service of the MRJ90 regional airliner by over a year. At the same time, they also announced that… Read More

Rolls-Royce, short and long term outlook

By Bjorn Fehrm Subscription required. Introduction Feb. 18, 2016, ©. Leeham Co: Rolls-Royce reported earnings for the full year results for 2015 Friday. The share price took a hike after more than one and a half years of being… Read More

Boeing CEO sees strong fundamentals

Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More

Air Canada orders up to 75 C Series; announced with BBD 2015 financial results

Feb. 17, 2016: The long drought is over. Air Canada has ordered up to 75 Bombardier C Series.The press conference is at 11am EST today. These will replace 25 Embraer E-190s. BBD now has orders and commitments for… Read More

Airbus, Boeing cash, stock, dividend strategies similar

Feb. 16, 2016, © Leeham Co.: Boeing has been under pressure since its Jan. 27 earnings call, when its 2016 guidance fell short of analyst expectations. Then the news that the company is under preliminary investigation by the… Read More

Pontifications: Gifts that keep on giving

Feb. 15, 2016, © Leeham Co. In the news business, it’s called the gift that keeps on giving. These are news stories on topics that just won’t go away. And we get to write about them over and… Read More

Bombardier earnings preview

Subscription required Introduction Feb. 16, 2016, ©  Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More

Bjorn’s Corner: Efficient systems, Part 2

12 February 2016, ©. Leeham Co: Last week we looked at what could be done to the aircraft’s systems to increase the aircraft’s efficiency. But it does not stop with systems which can improve the aircrafts internal efficiency…. Read More

PNAA Day 3: Boeing bought $40bn of stuff from suppliers in 2015

Feb. 11, 2016, © Leeham Co. “We bought more than $40bn worth of stuff from suppliers last year. We delivered 762 airplanes last year and we could not have done that without the suppliers. Feb. 11, 2016: Today… Read More

Dissecting Boeing cost-cutting

Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More