Part 2 of two parts. With multiples and multiples of billions of dollars at stake to develop new airplanes, and the billions of dollars of cost overruns at risk, it’s understandable the Airbus and Boeing are shifting to… Read More
Posted on October 7, 2014 by Scott Hamilton
Airbus and Boeing squared off once again Monday, this time at the ISTAT Europe conference in Istanbul, once again pretty much over the entire product lines. Boeing’s VP Marketing Randy Tinseth began with two focal points, the 737… Read More
Posted on September 22, 2014 by Bjorn Fehrm
This report has been updated since it was issued to our E-subscribers last Monday to reflect our new estimate of the return to airborne status for the flight test program. Bombardier two weeks ago made more executive changes… Read More
Posted on August 31, 2014 by Scott Hamilton
Maintenance and power-by-the-hour parts and support contracts are increasingly becoming the deciding factor in deciding which engines and which airplanes will be ordered—it’s no longer a matter of engine price or even operating costs, customers of Airbus and… Read More
Posted on August 25, 2014 by Scott Hamilton
Airbus, American Airlines, Boeing, Bombardier, CFM, Comac, CSeries, Embraer, GE Aviation, Irkut, Mitsubishi, Pratt & Whitney, Rolls-Royce
737 MAX, 737NG, 747-400, 767, 777, 777-200LR, 777-300ER, 777X, 787, A320ceo, A320NEO, A330ceo, A330neo, Airbus, American Airlines, Boeing, Bombardier, C919, CF34, CFM, CFM 56, Comac, CSeries, E-Jet, E-Jet E2, Embraer, Frontier Airlines, GE Aviation, GECAS, GEnx, GTF, Irkut, LEAP, Lufthansa Airlines, MC-21, Mitsubishi, MRJ, Pratt & Whitney, Republic Airways Holdings, Rolls-Royce
Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More
The major OEM’s have published their half time 2014 results and we can make an analysis of their half year results together with orders / deliveries and the state of their product lines. We compare Boeing and Airbus… Read More
Posted on August 7, 2014 by Bjorn Fehrm
Upate, 5:30am PDT: The Wall Street Journal has an article that is more or less on point to the theme of this post. It doesn’t matter what the competition does, it’s always inferior–until you do it yourself. The… Read More
Embraer Monday at the Farnborough Air Show revealed its new interior designed the for E-Jet E2, the re-engined and re-winged airplane scheduled to enter service in 2018 through 2020 in the 195, 190 and 175 subtypes each year…. Read More
Posted on July 14, 2014 by Scott Hamilton
GAO report on ‘Boeing’s bank:’ The US Government Accounting Office, a non-partisan investigating agency, completed a study of the funding and guarantees provided by the US ExIm Bank, which is under criticism from Congressional Republicans, and concluded non-US… Read More
Posted on July 11, 2014 by Scott Hamilton
GE analysis post Farnborough
Our wrap up of Farnborough would be incomplete without looking closer at the world’s leading engine supplier, GE Aviation, which together with partners (like SAFRAN in CFM joint venture) garnered more than $36 Billion in orders and commitments… Read More
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Posted on July 28, 2014 by Bjorn Fehrm
Airbus, Airlines, Boeing, Bombardier, CFM, Comac, CSeries, Embraer, Farnborough Air Show, GE Aviation, Leeham News and Comment, Pratt & Whitney, Rolls-Royce, Uncategorized
737 MAX, 777, 777-300ER, 777X, 787, A320NEO, A330neo, Airbus, Boeing, Bombardier, CFM, Embraer, Pratt & Whitney, Rolls-Royce