Boeing earnings: strong 3Q, 9 months, first look at Global Services

Oct. 25, 2017: Boeing announced strong earnings for the third quarter and nine months ending Sept. 30, including the first break-out of Boeing Global Services. The press release may be seen here. JP Morgan’s initial take:

Airbus working on new Sharklets for A350

By Bjorn Fehrm October 25, 2017, © Leeham Co: Airbus is working on further extending the range of the A350-900 and -1000. The company is quietly testing an extended Sharklet, which will extend the aircraft’s wingspan. An A350-900… Read More

Boeing-Embraer venture in response to Airbus-Bombardier? Don’t count on it

Subscription Required Introduction Oct. 23, 2017, © Leeham Co.: With the tie-up announced last Monday between Airbus and Bombardier for the CSeries, speculation immediately turned to whether Boeing and Embraer will join forces in some fashion in response…. Read More

Pontifications: Boeing’s focus on going to Mars

Oct. 23, 2017, © Leeham Co.: New Orleans: Going to Mars is a daunting task, says John Shannon, a Boeing vice president and program manager of the SLS program. But it’s one of the greatest and most exciting… Read More

Bjorn’s Corner: Airbus A330neo flight test starts

October 20, 2017, © Leeham Co, Toulouse: The Airbus A330neo flew its first flight yesterday. The aircraft lifted off from Toulouse Blagnac Airport in front of invited airline customers, suppliers and media. It landed after a successful four-hour… Read More

Boeing ponders restart of 767-300ER passenger line

Oct. 19, 2017, © Leeham Co.: Boeing is nearing a decision whether to restart the 767-300ER passenger line, LNC has learned. The company is in discussions for 50-60 aircraft, market intelligence indicates. Boeing declined comment, saying it does… Read More

Economics of CS300 versus A319neo and 737 MAX 7

By Bjorn Fehrm Subscription Required Introduction October 18, 2017, ©. Leeham Co: We looked at what Airbus got when it acquired Bombardier’s CSeries yesterday. Now we continue the analysis by looking at the economics of Bombardier’s CS300 versus Airbus… Read More

From war to partner: Airbus and the CSeries

Oct. 18, 2017, © Leeham Co.: It was the annual media day in 2010 that Airbus declared war on the Bombardier CSeries. Lufthansa Group in 2009 was the launch customer of the CSeries with an order for 30… Read More

What has Airbus got in the CSeries?

By Bjorn Fehrm October 18, 2017, ©. Leeham Co: Bombardier and Airbus changed the airliner landscape yesterday. Analysts say it’s the largest industry change since Boeing bought McDonnell Douglas in 1997. So, what has Airbus bought for no money?… Read More

Assessing the Airbus-Bombardier deal

Oct. 17, 2017, © Leeham Co.: The Airbus-Bombardier transaction announced yesterday has implications well beyond the United States, which has been much of the focus of analysis post-announcement. The analysis focused on the US is natural, given the… Read More