Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
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
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
737-10, 737-200, 737-300, 737-500, 737-600, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 737-800, 737-9, 737-900, 737-900ER, 757, 767-200ER, 767-300ER, 787-8, A318, A319, A319ceo, A319neo, A320, A320NEO, A321, A321NEO, A330-200, A330-300, Airbus, Boeing, Bombardier, C Series, CS300, Delta Air Lines, Dennis Muilenburg, Jon Ostrower, Randy Tinseth, Ray Conner, Southwest Airlines, United Airlines, Wall Street Journal, WestJet
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
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Posted on April 12, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM, United Airlines
737-700, 737-9, 757 replacement, 777 Classic, 777X, 787, A321NEO, Airbus, Boeing, Middle of the Market airplane, MOM, United Airlines
Boeing has lost neo/MAX battle; time to refocus goals
Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… Read More
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Posted on April 4, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 737-7, 737-9, 777X, A320NEO, A321NEO, A350, Airbus, Boeing, Dennis Muilenburg, Greg Smith, Jon Ostrower, Ray Conner
Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough
April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More
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Posted on April 4, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, IAM 751, International Association of Machinists, Pontifications
737-9, 747-8, 757, 777 Classic, 777X, 787, A321NEO, A380, A400M, Airbus, Boeing, Flight International, KC-46A, Lion Air, Puget Sound Business Journal, Randy Tinseth, Ray Conner, Richard Aboulafia, Seattle Times, Steve Trimble, Steve Wilhelm, Teal Group
Middle of the Market or Mirage of the Market: Boeing’s lose-lose situation
March 30, 2016, © Leeham Co.: Boeing is unlikely to develop a Middle of the Market airplane for a sector that could be a “mirage,” write two aerospace analysts. Buckingham Research, in a note issued yesterday, did a… Read More
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Posted on March 30, 2016 by Scott Hamilton
Airbus, Boeing, Middle of the Market, MOM
737-9, 757, A321NEO, Airbus, Bernstein Research, Boeing, Buckingham Research, Goldman Sachs, MAX 8, MAX 9, Middle of the Market
Pontifications: Airbus’ new edginess
March 14, 2016, © Leeham Co.: Airbus is presenting a new edginess in the long-running war of words with Boeing, adopting a tactic Boeing has used for years to make its case. The European manufacturer has never been… Read More
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Posted on March 14, 2016 by Scott Hamilton
Airbus, Boeing, ISTAT, MOM, Pacific Northwest Aerospace Alliance, Pontifications
737-9, 787-10, 787=8, A321NEO, A330-300, A330-800, A350-900, Airbus, Boeing, ISTAT, Pacific Northwest Aerospace Alliance, PNAA
MOMentum appears to be slowing for new Boeing airplane
Subscription required Introduction Model design and paint by Camil Valiquette. Photo via Google. March 10, 2016, © Leeham Co.: MOMentum for the Middle of the Market aircraft seems to be slowing from last year, as potential buyers and… Read More
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Posted on March 10, 2016 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, ISTAT, MOM, Pratt & Whitney, Premium, United Aircraft
737-10, 737-8, 737-9, 737-900ER, 757, 787-3, A320NEO, A321ceo, A321LR, A321NEO, A330-200, A330-300, A330-800, A330-900, Air Lease Corp., Airbus, American Airlines, Boeing, CIT Aerospace, Delta Air Lines, Jeff Knittel, John Leahy, John Plueger, Middle of the Market, MOM, Steve Mason, Tony Diaz, United Airlines
Pontifications: There are numbers, and there are numbers
March 7, 2016, © Leeham Co.: The public relations battle between Airbus and Boeing was on full display at the annual conference last week of the International Society of Transport Aircraft Trading (ISTAT) in Phoenix (AZ). As usual,… Read More
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Posted on March 7, 2016 by Scott Hamilton
Airbus, Boeing, ISTAT, Pacific Northwest Aerospace Alliance, Pontifications
737 MAX, 737 MAX 200, 737-8, 737-9, 777-300ER, 777X, A320NEO, A321NEO, A350-1000, Airbus, American Airlines. 777, Boeing, ISTAT, Pacific Northwest Aerospace Alliance, PNAA
PNAA Day 2: Airbus says Boeing has product gap.
Feb. 10, 2016 © Leeham Co. Boeing has a product gap that Airbus is filling with its airplanes, says Simon Pickup, strategic marketing director. Pickup said Boeing has a gap in its product line between the 737-8 and the 787-9…. Read More
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Posted on February 10, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier
737-9, 737-900, 737-900ER, A320, A321, A321NEO, A380, Airbus, Boeing, Bombardier, Embraer
Top 10 Stories in 2015
HOLIDAY SCHEDULE: Unless there is major, breaking news, Leeham News and Comment is taking the Christmas-New Year’s holidays off. We resume our normal publishing scheduled Jan. 4, 2016. So what do we have? Mitsubishi holding an MRJ briefing… Read More
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Posted on December 23, 2015 by Scott Hamilton
Airbus, Airlines, Boeing, Emirates Airlines, GE Aviation, Leeham News and Comment, Malaysian Airlines, MH370
737, 737-8, 737-8ERX, 737-9, 747-8, A320, A321LR, A321NEO, A350-900LR, A380neo, Airbus, Boeing, Emirates Airline, Malaysia Airlines, Singapore Airlines
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