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
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
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
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
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
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
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.