Southwest’s MAX deferral

Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… 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

Brexit special: analyst reaction

June 27, 2016: Aerospace and airline analysts are reacting to Thursday’s vote in Britain to leave the European Union. Below is a synopsis of some of the analyst notes we receive. Credit Suisse We are forwarding the analysis… Read More

Pontifications: Time to calm down from last week’s news cycle

June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More

Farnborough Air Show Preview: Orders aren’t the only thing to look for

Subscription Required Introduction John Schmidt of the consulting firm Accenture, wearing smart glasses for augmented reality. June 27, 2016, © Leeham Co.: The Farnborough Air Show (FIA16) is closely watched for orders placed with Airbus, Boeing and to… Read More

Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them

Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More

Bjorn’s Corner: Asia-Pacific Air Traffic Management

June 24 2016, ©. Leeham Co: Having covered the Air Traffic Management challenges in North America, Europe and Middle East we will now finish the series by looking at some specific problems affecting the Asia-Pacific region. Asia-Pacific is the… Read More

Fuel prices rising, muted wide-body demand noted by analysts

  June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More

Don’t look for defections to Boeing over Airbus delays

Subscription Required Introduction June 20, 2016, © Leeham Co.: Recent suggestions and threats that delays at Airbus for the A320neo and A350 means angry customers will flock to Boeing are naïve and grandstanding under the circumstances existing today…. Read More

Pontifications: Airbus CXLs A320, A350 August vacations

June 20, 2016, © Leeham Co.: Airbus officials canceled the annual August vacations in Europe for the A320 and A350 production lines. The A320neo and A350-900 are backing up on the delivery lines because of supplier issues with the… Read More