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
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
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
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
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
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
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?
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