Leeham News and Analysis

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

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

Pontifications: Big sigh of relief at Bombardier

May 2, 2016, © Leeham Co.: To say that the order from Delta Air Lines last Thursday for 75+50 CS100s with conversion rights to the CS300s was welcome news for Bombardier is an understatement. Bombardier has a superb… Read More

 179 Comments

 Posted on May 2, 2016 by

 Boeing, Bombardier, CSeries, Delta Air Lines, Embraer, Pontifications, United Airlines

     , , , , , , , , , , , , ,

737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market

Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More

 Leave a Comment

 Posted on April 27, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines

     , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Bombardier’s Delta deal looking good, but don’t celebrate yet

Subscription Required Introduction Air Baltic will be the first operator of the Bombardier CS300. Source: Bombardier. April 18, 2016, © Leeham Co.: Bombardier, if it didn’t dominate the news cycle in commercial aviation last week, must have come… Read More

 Leave a Comment

 Posted on April 18, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Leeham News and Comment, Premium, United Airlines

     , , , , , , , , , , , , , ,

Pontifications: Airbus, Boeing, Bombardier and export credit support

April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More

 37 Comments

 Posted on April 18, 2016 by

 Airbus, Boeing, Bombardier, CSeries, ExIm Bank, Pontifications

     , , , , , , , , , ,

Prices set for years, Boeing cost-cutting goes straight to bottom line

April 12, 2016: Prices for Boeing and Airbus planes are set through the remaining decade, meaning any cost-cutting being pursued by Boeing will flow straight to the bottom line, a new note issued yesterday from Bernstein Research concludes…. Read More

 69 Comments

 Posted on April 12, 2016 by

 Airbus, Boeing, Middle of the Market, MOM, United Airlines

     , , , , , , , , , , ,

Airbus needs more vertical integration, says official

Subscription Required Introduction John Leahy, chief operating officer-customers. Airbus photo. March 3, 2016, © Leeham Co.: Airbus may well have avoided the supplier-driven delivery delays on its A350s had the company brought some key work in-house and become… Read More

 3 Comments

 Posted on March 3, 2016 by

 Airbus, Boeing, Bombardier, CFM, CSeries, ISTAT, Leeham News and Comment, Pratt & Whitney, Premium

     , , , , , , , , , , , , , , ,

In strategy shift, Boeing backs 7 MAX: sources

Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… Read More

 60 Comments

 Posted on February 22, 2016 by

 Airlines, Boeing, Bombardier, CSeries, Embraer

     , , , , , , , , , ,

Pontifications: Dissecting Boeing’s 2016 delivery guidance

Feb. 8, 2016, © Leeham Co.: Boeing’s surprise guidance for 2016 for fewer deliveries on the 737 and 767 lines raised as many questions as officials answered on the Jan. 27 earnings call. The lower guidance led to… Read More

 35 Comments

 Posted on February 8, 2016 by

 air force tanker, Boeing, Pontifications, United Airlines

     , , , , , , ,

Pontifications: Bad week for aerospace stocks

Feb. 1, 2016, © Leeham Co. Ouch. Boeing stock tanked about 10% last Wednesday when the company surprised analysts with unexpected news and below expectations 2016 guidance. Bombardier became a penny stock. What the heck happened?

 42 Comments

 Posted on February 1, 2016 by

 Alaska Airlines, ATR, Boeing, Bombardier, Embraer, Pontifications, United Airlines

     , , , , , , , , , , , , , ,

Boeing earnings call: will Muilenburg be more forthcoming than McNerney?

See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More

 40 Comments

 Posted on January 26, 2016 by

 Airbus, Boeing, Bombardier, United Airlines

     , , , , , , , , , , , , , , , ,

Email Subscription

Click to subscribe to this blog and receive notifications of new posts by email.

Join 5,878 other subscribers
Twitter Updates
Archives

Copyright © 2024 · All Rights Reserved · Leeham News and Analysis

Sitemap · RSS Feed · Log in