Boeing firms 52/mo for 737: Boeing this morning announced what we reported in June 2013: that it will go to a production rate of 52/mo for the 737 in 2018. This will not be the last rate increase… Read More
Big CSeries order: Bombardier today announced a firm order for 40 CS300s with options for 10 more with lessor Macquarie Airfinance. This brings firm orders to 243 and orders and commitments to 563. This is the order that… Read More
Airbus v Boeing forecasts: The Blog by Javier takes its annual look at and comparison of the Airbus and Boeing 20-year forecasts. Airbus issued its new forecast this week; Boeing’s annual update was issued last summer. Separately, the… Read More
A320 interior upgrade: After nearly a year of denying a story by Mary Kirby of Runway Girl Network and avoiding our own report from two years ago, Delta Air Lines, Airbus and interior OEM Zodiac revealed a new… Read More
When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More
Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More
What order bubble, Revisited: We recently asked the question, What order bubble? The orders don’t stop coming. Boeing landed a big fish with a large order from BOC Aviation, bringing net orders to 918–easily on the path to… Read More
CSeries Status: Here is an interesting, detailed article from a blogger who follows the Bombardier CSeries more closely than anyone we can think of. The article pretty well summarizes the issues, although we have this additional color: the… 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
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
Odds and Ends: Boeing firms 52/mo for 737; Product strategy; Aircraft demand and production rates
Boeing firms 52/mo for 737: Boeing this morning announced what we reported in June 2013: that it will go to a production rate of 52/mo for the 737 in 2018. This will not be the last rate increase… Read More
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Posted on October 2, 2014 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
737, 747-8I, 777-300ER, 777X, A320, A350, A380, Airbus, Boeing, UBS
Odds and Ends: Bombardier signs Macquarie Airfinance for 40+10 CS300s; 787 fire suppression
Big CSeries order: Bombardier today announced a firm order for 40 CS300s with options for 10 more with lessor Macquarie Airfinance. This brings firm orders to 243 and orders and commitments to 563. This is the order that… Read More
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29 Comments
Posted on September 26, 2014 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries
737, 787, A320, Bombardier, CS300, CSeries, Macquarie Airfinance
Odds and Ends: Comparing Airbus, Boeing 20-year forecasts; A320neo first flight; 787 battery probe fizzles; Mythbusting
Airbus v Boeing forecasts: The Blog by Javier takes its annual look at and comparison of the Airbus and Boeing 20-year forecasts. Airbus issued its new forecast this week; Boeing’s annual update was issued last summer. Separately, the… Read More
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14 Comments
Posted on September 25, 2014 by Scott Hamilton
Airbus, Boeing, CFM, Pratt & Whitney
737, 787, A320NEO, Airbus, Airbus Global Market Forecast, CFM, CFM LEAP, Pratt & Whitney, Pratt & Whitney GTF
Odds and Ends: Delta/Airbus/Zodiac unveil A320 interior; Upgauging narrow-bodies, down-gauging 747s
A320 interior upgrade: After nearly a year of denying a story by Mary Kirby of Runway Girl Network and avoiding our own report from two years ago, Delta Air Lines, Airbus and interior OEM Zodiac revealed a new… Read More
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19 Comments
Posted on September 16, 2014 by Scott Hamilton
Airbus, Boeing
737, 777-300ER, 777X, 787, A320 family, A350, Airbus, Boeing, Boeing Sky Interior, Space-Flex, Zodiac
Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330
When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More
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41 Comments
Posted on September 6, 2014 by Bjorn Fehrm
Airbus, Boeing, EADS, Rolls-Royce
737, 777, 777X, 787, A320, A330, A330neo, A350, Airbus, Boeing, Delta Air Lines
Buckingham lowers Boeing to Underperform (sell), others increasingly bearish
Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More
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43 Comments
Posted on September 2, 2014 by Scott Hamilton
Airbus, Boeing
737, 747-8, 777 Classic, 777X, 787, A330neo, Airbus, Bank of America Merrill Lynch, Boeing, Buckingham Research, Credit Suisse, RBC Capital Markets, UBS, Wells Fargo
Odds and Ends: Order bubble, revisited; MRJ lands JAL; MH370
What order bubble, Revisited: We recently asked the question, What order bubble? The orders don’t stop coming. Boeing landed a big fish with a large order from BOC Aviation, bringing net orders to 918–easily on the path to… Read More
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6 Comments
Posted on August 28, 2014 by Scott Hamilton
Boeing, Embraer, GE Aviation, Malaysian Airlines, MH370, Mitsubishi
737, 777 Classic, 777-300ER, 777X, All Nippon Airways, BOC Aviation, Boeing, CFM, E-Jet, Embraer, GE Aviation, Japan Air Lines, Malaysia Airlines, MH370, Mitsubishi, MRJ90
Odds and Ends: CSeries status; Airbus accident analysis; 737 rate increase; Kenya Air holds Boeing hostage
CSeries Status: Here is an interesting, detailed article from a blogger who follows the Bombardier CSeries more closely than anyone we can think of. The article pretty well summarizes the issues, although we have this additional color: the… Read More
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20 Comments
Posted on August 15, 2014 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Pratt & Whitney
737, 737 production rate, Airbus, Boeing, Bombardier, CSeries, Greg Smith, Kenya Airlines
Half time 2014 for Boeing and Airbus
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
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150 Comments
Posted on August 7, 2014 by Bjorn Fehrm
air force tanker, Airbus, Boeing, Bombardier, EADS, Embraer, Uncategorized
737, 737 MAX, 737NG, 747-8, 777, 777-300ER, 777X, 787, A320, A320NEO, A330, A330neo, A350, A350-1000, A380, Airbus, Boeing, Bombardier, Embraer
Farborough Air Show, July 16: Snipe hunts in an era of model improvements
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
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39 Comments
Posted on July 15, 2014 by Scott Hamilton
Airbus, Boeing, Douglas Aircraft Co
707, 727, 727-200 Advanced, 737, 737 MAX, 747, 777, 777X, 787, A300, A330, A330neo, A340, A350-1000, Airbus, Boeing, DC-1, DC-2, DC-3, DC-4, DC-6, DC-7, DC-8, DC-9, Douglas, MD-90
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