Odds and Ends: Tom Enders at Bernstein; JetBlue’s CEO; Al-Baker on Al Jazeera; Volcano photos

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

Boeing’s P-8 program viewed as “model” defense procurement

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

Odds and Ends: UBS on wide-bodies; CFM on GTF; Analysts on CSeries; Expedia on LCCs

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

Embraer and Bombardier: the tale of different companies, histories and fortunes

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

Ryanair becomes launch customer for 737 MAX 200

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

Odds and Ends: KC-46A update; A440M in the US; A320neo first flight; Southwest no longer an LCC

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

Odds and Ends: Air France/KLM trims cargo fleet; ExIm Bank countdown; BBD v EMB; More

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

Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330

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

Odds and Ends: Boeing leads net orders YTD; A320neo; ExIm Bank; Frontier Air

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

Buckingham lowers Boeing to Underperform (sell), others increasingly bearish

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