Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Odds and Ends: MTU on A380; lessons learned; Alaska Air v Delta; GOL looking for airplanes; Boeing downgrade and upgrade

MTU on A380: The German company MTU, which is a key supplier on a variety of Airbus and Boeing engines, questions the potential market for an A380neo, according to this article from Reuters. Our Market Intelligence indicates Airbus… Read More

 70 Comments

 Posted on October 24, 2014 by

 Airbus, Airlines, Boeing, Embraer

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Boeing’s on the defensive in single aisle market as Airbus enhances A321neo

Subscription required. Introduction Boeing is on the defensive in the single-aisle market. The Airbus A320neo family has about a 57% market share against the Boeing d 737 MAX. As recently as Wednesday’s third quarter earnings call, Boeing CEO… Read More

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 Posted on October 22, 2014 by

 Airbus, Boeing, Premium

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Embraer becomes #3 commercial aircraft company on E-Jet families

Free content. Introduction Embraer is now the #3 commercial airplane manufacturer, after Airbus and Boeing and supplanting Bombardier, capturing 50% of the orders and 60% of the deliveries in recent years. We examined the relevancy of the 100-149… Read More

 3 Comments

 Posted on October 15, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, Mitsubishi, Sukhoi

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Assessing the 100-149 Seat Sector

Introduction Oct. 12, 2014, (c) Leeham Co.: The 100-149 seat market sector has long been criticized as irrelevant because of a string of poor-selling aircraft. Boeing officials even labeled this a Bermuda Triangle. The critics fail to recognize,… Read More

 25 Comments

 Posted on October 12, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Odds and Ends: 737 rate hike on cash flow; How the Chicago ATC fire impact unfolded; New PW engine chief

737 rate on on cash flow: The Seattle Times has a good article that described the impact on cash flow the decision by Boeing made to boost 737 production to 52/mo in 2018. The rate hike comes at… Read More

 27 Comments

 Posted on October 3, 2014 by

 Airbus, Boeing, Pratt & Whitney

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Focus on Bombardier after more executive changes

This report has been updated since it was issued to our E-subscribers last Monday to reflect our new estimate of the return to airborne status for the flight test program. Bombardier two weeks ago made more executive changes… Read More

 11 Comments

 Posted on August 31, 2014 by

 Airbus, Boeing, Bombardier, Embraer, Pratt & Whitney

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Southwest Air’s expansion to resume next year, says CEO

Southwest Airlines plans to complete the integration of AirTran by the end of this year, positioning the carrier to resume expansion into new markets, says CEO Gary Kelly. In an interview last week at WN’s Dallas headquarters, Kelly… Read More

 5 Comments

 Posted on June 24, 2014 by

 Airlines, Boeing

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Bombardier CSeries program update

Bombardier’s investors day last week covered a lot of ground across its entire business line, including rail, corporate aircraft, as well as commercial aerospace. The area of most interest, of course, is on the CSeries, the all-new aircraft… Read More

 2 Comments

 Posted on March 24, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Bombardier CSeries delays have little impact vs competitors

Bombardier’s third CSeries Flight Test Vehicle finally became airborne March 3. FTV 3 focuses on avionics. FTV 4 will focus on the testing of the Pratt & Whitney Geared Turbo Fan engine; Bombardier hasn’t announced a date when… Read More

 12 Comments

 Posted on March 17, 2014 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Odds and Ends: CSeries timeline; KC-46A roll-out; China’s new airplane

CSeries timeline: Bombardier last week announced a third delay in the CSeries program, this time for as much as a year. This probably should have been expected. BBD originally planned a five year period between program launch and… Read More

 11 Comments

 Posted on January 20, 2014 by

 air force tanker, Airbus, Boeing, Bombardier, China, Comac, CSeries, Embraer, Pratt & Whitney

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