There are several items looking at the Paris Air Show outlook:
AirInsight had a live discussion Friday with Addison Schonland, Richard Aboulafia and Ernie Arvai hosting it. The transcript is here.
AirInsight also published a lengthy written preview of what to expect from all the major airframe and engine OEMs here.
Here’s a short-take on Airbus at the show.
AinInsight will host a live pre-Paris Air Show discussion Friday, with guest Richard Aboulafia of the Teal Group. Sign up to participate here.
Also look for AirInsight’s Paris Air Show preview next week. We historically have done air show previews here but this year we’re combining our thoughts with our partners, Ernie Arvai and Addison Schonland at AirInsight. AirInsight will go down the airframe and engine OEMs with our outlook for orders and announcements.
Addison and I will be at the air show, providing daily coverage. I’m also attending the Boeing pre-air show briefings this week (with news embargoed to June 19); and the EADS/Airbus media day June 18, at which there will be an A350 briefing that had been scheduled for May 31 but was postponed to the media day.
Just a hint of AirInsight’s preview next week: we’re expecting Airbus to announced and firm up several hundred orders for the A320neo and more A380 orders; Boeing may have some 747-8I orders ready to announce; Bombardier should have more CSeries orders; CFM will get its first LEAP-X orders on the neo (and these will be large numbers) while Pratt & Whitney will continue to add to the GTF book; Embraer won’t announce a new airplane and neither will Boeing; ATR (an EADS company) will have a nice turbo-prop order; and we expect a major announcement from Rolls-Royce.
1. Entertaining look at Leahy and A320neo
Max Kingsley-Jones, editor of Airline Business, has this amusing take on Airbus COO John Leahy and Leahy’s view of his latest toy, the A320neo.
Last week we received a couple of inquiries and comments about the investment Airbus has made in the NEO and whether this will be worth it. Figures publicly issued by Airbus were that the investment in NEO is about $1.5bn.
What is not discussed but which is widely known within insider circles is that the engine makers, Pratt & Whitney and CFM, are footing most of the bill. We don’t know the split between the engine OEMs and Airbus, but we understand the engine share is not insignificant. Thus, the actual financial risk to Airbus is, by R&D standards, pretty small. We remarked to one who inquired that NEO will probably have one of the best ROIs for Airbus of any program.
Aviation Week’s Robert Wall has this story about the NEO, emerging from the Airbus 320neo briefing last week.
The feud between Rolls-Royce and Pratt & Whitney over patent infringements is nasty and in court, and the Rolls-Royce view that it doesn’t think much of the PW Geared Turbo Fan technology is well known, but speculation that this would lead to the dissolution of International Aero Engines in which both are partners can now be put to rest.
Odds and Ends begins below the photo.
We’re not big on photos but every once in a while we find one that we’ve very impressed with–like this (via Airliners.net) at LAX:
Odds and ends: