Tom Enders: Airbus Group CEO Tom Enders appeared recently at a Bernstein Research conference. A couple of highlights: The A350 program is on track for certification and first delivery on the schedule set two years ago.We have not… Read More
Posted on September 19, 2014 by Scott Hamilton
The Boeing P-8A Poseidon program has been termed a model of procurement by the US Defense Department, reports Boeing program managers. It came in on cost and on time, and as more P-8s are delivered to the US… Read More
Posted on September 17, 2014 by Scott Hamilton
UBS on wide-bodies: Investment bank UBS sees the Airbus A330ceo deliveries dropping from the current production 10/mo to 5/mo by 2017, in advance of the introduction of the A330neo late that year. As Airbus transitions from the ceo… Read More
Posted on September 16, 2014 by Scott Hamilton
Last month we did a situational analysis of Boeing and Airbus and we promised to do the same for Embraer and Bombardier. Our follow-up article took longer than planned, as we wanted to include the rather significant changes… Read More
Posted on September 15, 2014 by Bjorn Fehrm
Bombardier, CSeries, Embraer, Pratt & Whitney
Bombardier, Comac, CRJ, CSeries, E-Jet, E-Jet E2, Embraer, GE, GTF, Pratt & Whitney, Q400
This has some additional information from our e-newsletter of Sept. 8. Additionally, Airbus has offered some observations about the 737 MAX 200 (as Boeing often does about Airbus products). We’ve initially confined this critique to our e-newsletter; this… Read More
Posted on September 14, 2014 by Scott Hamilton
KC-46A update: Aviation Week has an update on the status of the Boeing KC-46A tanker. Among other things, first fight has now been moved from June to November at the earliest. A400M in the US: Airbus thinks it’s… Read More
Posted on September 12, 2014 by Scott Hamilton
Air France-KLM trims cargo fleet: Steve Wilhelm of The Puget Sound Business Journal reports that Air France-KLM group is sharply trimming its cargo fleet, with the company declaring the capacity continues to shift to the belly capacity of… Read More
Posted on September 8, 2014 by Scott Hamilton
When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More
Posted on September 6, 2014 by Bjorn Fehrm
Airbus vs Boeing orders: Airbus reported its order tally through August and while it surpassed 1,000 gross orders, it’s net orders trail Boeing significantly. This article sums things up nicely, though it doesn’t include Boeing’s last four days… Read More
Posted on September 4, 2014 by Scott Hamilton
Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More
Posted on September 2, 2014 by Scott Hamilton