Leeham News and Analysis

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

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

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

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Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

 19 Comments

 Posted on January 25, 2016 by

 Airbus, Boeing, Comac, CSeries, Embraer, Irkut, Mitsubishi, United Airlines

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United chooses 737-700 over CS100 in big blow to Bombardier

Jan. 21, 2016: United Airlines elected to order 40 Boeing 737-700s instead of the Bombardier CS100, it was announced today. It’s a huge blow to Bombardier, which was hoping to land this order to give a big boost… Read More

 81 Comments

 Posted on January 21, 2016 by

 Boeing, Bombardier, CSeries

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Pontifications: Aircraft values vary widely

Dec. 14, 2015, (c) Leeham Co: Aircraft valuations came to the forefront following comments by Richard Anderson, CEO of Delta Air Lines, over just how much a 10-year old Boeing 777-200ER was worth. He claimed the airplane was… Read More

 13 Comments

 Posted on December 14, 2015 by

 Airbus, Airlines, Boeing, Delta Air Lines, Embraer

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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

 18 Comments

 Posted on December 7, 2015 by

 Airbus, Airlines, Boeing, Pontifications

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Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

 56 Comments

 Posted on November 30, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Embraer, United Airlines

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Embraer sees broadening market in North America

Subscription Required Introduction Nov. 17, 2015, © Leeham Co. The chief commercial officer of Embraer sees US mainline carriers adding John Slattery, Chief Commercial Officer, Embraer. Photo via Google images. aircraft in the 100-plus seat sector that will… Read More

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 Posted on November 17, 2015 by

 Airlines, American Airlines, Bombardier, CSeries, E-Jet, Embraer, Premium, United Airlines, US Airways

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Embraer CEO sees opportunity for 100-seaters in USA

Part 1 Sept. 9, 2015, © Leeham Co.: The chief executive officer of Embraer’s commercial aircraft unit believes a trend might be emerging for US major airlines to directly operate 100- and plus-100 seat aircraft (and below the… Read More

 3 Comments

 Posted on September 9, 2015 by

 Airbus, Boeing, Bombardier, CSeries, Embraer

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Boeing’s McNerney on 787 costs, obsoleting airplanes

July 8, 2015: Bloomberg News interviewed Jim McNerney, then-CEO of The Boeing Co., June 15 at the Paris Air Show. (McNerney relinquished his CEO title a week later to Dennis Muilenburg.) Although McNerney got it wrong on the… Read More

 15 Comments

 Posted on July 8, 2015 by

 Airbus, Boeing

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Bombardier makes it official: CSeries exceeds advertised numbers

Ross Mitchell, VP of Business Acquisitions, Bombardier, discusses cabin modularity and flexibility for the CSeries at the 2015 Paris Air Show. June 14, 2015, Paris Air Show: Bombardier made it official today, the pre-event of the opening of… Read More

 49 Comments

 Posted on June 14, 2015 by

 Airbus, Boeing, Bombardier

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