Rolls-Royce, short and long term outlook

By Bjorn Fehrm Subscription required. Introduction Feb. 18, 2016, ©. Leeham Co: Rolls-Royce reported earnings for the full year results for 2015 Friday. The share price took a hike after more than one and a half years of being… Read More

Air Canada orders up to 75 C Series; announced with BBD 2015 financial results

Feb. 17, 2016: The long drought is over. Air Canada has ordered up to 75 Bombardier C Series.The press conference is at 11am EST today. These will replace 25 Embraer E-190s. BBD now has orders and commitments for… Read More

PNAA Day 2: Cautionary note raised

Feb. 10, 2016: Today is the second of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Feb. 10, 2016: Large commercial aircraft… Read More

737 MAX to roll out to Boeing product strategy challenges

Subscription Required Introduction The Boeing 737-8 rolls out tomorrow to challenges to Boeing’s product strategy. Image via Google images. Dec. 7, 2015, © Leeham Co: Boeing rolls out its first 737 MAX tomorrow to no press fanfare. Today… Read More

Pontifications: Assessing the benefit of new airplanes in low oil pricing

Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More

Bjorn’s Corner: MRJ90 first flight

13 November 2015, ©. Leeham Co: Mitsubishi flew their MRJ for the first time this week. I could have added “finally” because it is two years late compared to the original time plan. But who cares when the… Read More

Northrop wins, Boeing/Lockheed lose bomber contract

Oct. 27, 2015: Northrop Grumman, builder of the B-2 bomber in the USAF inventory, was awarded the contract to build the next generation long-range bomber, which is yet to be named. For the moment, we’ll call it the… Read More

Bjorn’s Corner: Increasing an aircraft’s range, further considerations

  23 October 2015, ©. Leeham Co: In last week’s Corner, we went through how Airbus can offer an Ultra Long Haul (ULH) aircraft to Singapore Airlines by increasing the Maximum Take-Off Weight of its A350-900, increasing the… Read More

Boeing 3Q15 earnings call

Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More

Six year turnover in sale/leasebacks put supply-demand balance at risk

Subscription Required Introduction August 24, 2015, © Leeham Co. When airlines like Indigo of India, Air Asia, Norwegian Air Shuttle (NAS) and Lion Air have outstanding orders for Airbus A320s and Boeing 737s that number in the hundreds,… Read More