Pontifications: Boeing-Bombardier complaint revisited

July 31, 2017, © Leeham Co.: It’s been in a quiet period in the trade complaint between Boeing and Bombardier. The issue moved over to the US Department of Commerce (DOC) after the US International Trade Commission (ITC)… Read More

Mid-Year production/delivery update: Bombardier, Embraer

Subscription Required Introduction July 31, 2017, © Leeham Co.: It’s time for our mid-year update of the Big Four airframe manufacturers and their production/delivery outlooks. Our update is through June 30. Although Boeing provides weekly order updates, Airbus,… Read More

Embraer’s 2Q results: profits up, backlog declines

July 28, 2017, © Leeham Co.: Embraer reported first half net income of $101.6m after a $59.1m net profit for the second quarter. Revenues for the half were $2.8bn and $1.77bn for the quarter. EMB delivered 35 EJets… Read More

Bombardier 2Q results: Turn around on track as Business aircraft, Trains perform well

By Bjorn Fehrm July 28, 2017, ©. Leeham Co: Bombardier presented its 2Q2017 results this morning. Performance followed guidance, with stronger than expected margins in business aircraft and trains. Overall the business tracks the turnaround plan, presented end 2015…. Read More

Bjorn’s Corner: Electric aircraft, Part 5

July 28, 2017, ©. Leeham Co: In the last Corner, we looked at the mass of the propulsion components for a regional airliner. Now we complete the mass estimations for the complete hybrid electric system. We do that for… Read More

Airbus group 2Q results: Engine deliveries decides 2017 results.

By Bjorn Fehrm July 27, 2017, ©. Leeham Co: Airbus Group presented its 2Q2017 results this morning. The result for the first half and the full year of 2017 is decided by A320neo engine deliveries. Out of a planned… Read More

How Boeing pays back the 787 debts

By Bjorn Fehrm Subscription Required Introduction July 27, 2017, © Leeham Co.: Boeing held its 1H2017 call yesterday, giving further information on how the 787 deferred costs decline. The payback in 2Q2017 was $16m per aircraft. Boeing needed… Read More

Mid-year production update at Airbus

July 27, 2017, © Leeham Co.: It’s mid-way through 2017 and LNC is taking its second look at production and delivery stream flows for the Big Four airframe manufacturers. We examined Boeing Monday in advance of its earnings… Read More

Boeing assumes 787 rate goes to 14/mo, but still working on it

  July 26, 2017, © Leeham Co.: Boeing posted strong earnings in the second quarter, with officials seeing continued strong demand, a recovering cargo market and strong commitment to returning cash to shareholders. Financial guidance for the year… Read More

Boeing 2Q2017 earnings better than expected

July 26, 2017: Boeing reported better-than-expected 2Q2017 earnings today. Initial analyst reaction is below. The press release is here. The earnings call is at 10:30 am EDT. The link is here.