Two analysts, two very different views of Boeing free cash flow

Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More

Boeing’s transition to more automation

Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More

Pontifications: “Sully” sullies NTSB

Sept. 12, 2016, © Leeham Co.: Sully, the movie about the miracle of the successful water landing of US Airways 1549 on the Hudson River in New York City, sullies the National Transportation Safety Board. Apparently not content… Read More

Bjorn’s Corner: East bloc aeronautical industries

September 09, 2016, ©. Leeham Co: The Western world civil aeronautical industry developed a number of new aircraft (Boeing 787, Airbus A350, Bombardier CSeries, Mitsubishi’s MRJ) or aircraft variants (A320neo, 737 MAX, A330neo, Embraer’s E-Jet E2) during the last… Read More

Book review: Glory Lost and Found

Sept. 8, 2016: Glory Lost and Found: How Delta Climbed from Despair to Dominance in the Post-9/11 Era is a ponderous title for a ponderous book. But this is not a criticism. Glory Lost is one of the best… Read More

Russian-Chinese wide-body; The aircraft Part 3

By Bjorn Fehrm Subscription required. Introduction September 08, 2016, ©. Leeham Co: Having covered the possibilities of reusing parts of the Il-96 fuselage for a new Russian-Chinese wide-body, it’s now time to look at the existing IL-96 wing… Read More

Weekly analysts report: Reaction to CSeries delivery delays

Sept. 7, 2016: The news that Bombardier is halving its projected deliveries of the CSeries this year because of engine delays from Pratt & Whitney drew commentary from a couple of the analysts whose reports LNC receives. Cutting the… Read More

44% supplier shortfall for GTF now showing impact

Sept. 6, 2016, © Leeham Co.: It was a stunning admission, one that produced the biggest headlines at the United Technologies media days in June: 44% of the suppliers on Pratt & Whitney’s Geared Turbo Fan engine weren’t… Read More

Pontifications: Odds and Ends to end the summer

Sept. 5, 2016, © Leeham Co.: August was unusually slow, so today is sort of an Odds and Ends clean-up of the summer. There was the Southwest Airlines engine incident and the reports that ANA’s Boeing 787s have… Read More

New value Guide: A look at A320, 737

Subscription Required Introduction Sept. 5, 2016, © Leeham Co.: The semi-annual update to The Guide, from appraiser Aviation Specialists of Herndon (VA), indicates Airbus and Boeing single-aisle aircraft remain hotly competitive in current market values and future residual… Read More