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

Bombardier looks to the future

By Bjorn Fehrm Nov. 25 2015, ©. Leeham Co: Bombardier (BBD) has not had an easy year. The stock plunged from just over $4 at the beginning of the year to a low of just over $1 today on… Read More

Bjorn’s Corner: Aircraft systems, the real nuts to crack

06 November 2015, ©. Leeham Co: COMAC’s C919 was rolled out in the week. We got to see a new shiny aircraft which looked ready to fly. The nicely curved fuselage and wings were immaculate, the paint was… Read More

COMAC C919, first analysis

By Bjorn Fehrm Subscription required. Introduction Nov. 04, 2015, ©. Leeham Co: COMAC rolled out China’s first modern airliner Monday. We have commented on its place in the market in a sister article. Here we will do a first… Read More

Bjorn’s Corner: Aircraft programs

30 October 2015, ©. Leeham Co: There has been dramatic news this week around Bombardier’s (BBD) CSeries program. I wrote a subscribers article about what to expect in terms of the cash flow problem that the BBD management… Read More

Boeing 3Q15 earnings call

Oct. 21, 2015: Dennis Muilenburg, Boeing president and CEO raised 2015 raised revenue and EPS guidance as a result of the strong third quarter results and he said $8bn in share buyback has been completed through the nine… Read More

Airbus and Boeing swing it out at ISTAT Europe 2015

By Bjorn Fehrm 07 October 2015, ©. Leeham Co: This year’s ISTAT Europe conference had been characterized by a “Steady as you go” ambiance until the traditional match between Airbus and Boeing on “Large aircraft segment” panel got… Read More

ISTAT Europe 2015 in Prague: LCCs and Turkish airways take over Europe

By Bjorn Fehrm 06 October 2015, ©. Leeham Co: The global airline industry is on a steady course as a whole, but there are dramatic changes within Europe as low cost carriers, plus Turkish Airlines, redraw the competitive landscape…. Read More

Assessing the China market

Subscription required. Introduction Sept. 30, 2015, (c) Leeham Co.: The Boeing deals announced last week with China put the country into the spotlight about its commercial aviation ambitions. For many, the various deals announced by Boeing raise alarm… Read More

Chinese 737 Completion Center makes tactical, strategic sense

Sept. 22, 2015, © Leeham Co. The expected announcement by Boeing and Chinese President Xi during his state visit to Seattle this week that Boeing will develop a Completion Center for the 737 in China is a significant… Read More