Is Emirates in trouble?

Introduction Jan. 12, 2017, © Leeham Co.: There are a growing number of articles around the Emirates airline that points to recent weaknesses in the airline’s operating model. Here are just two: “Is Emirates Airline running out of… Read More

Comparing 777 Classic, 787 Book:Bill in recent years

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Deferrals grow as airlines fight to keep bottom line

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Pontifications: Leeham News’ approach to the news

Leeham News and Comment will be on holiday Dec. 24, 2016, through Jan. 2, 2017, barring major breaking news. Merry Christmas and Happy New Year. Dec. 19, 2016, © Leeham Co. Two thousand sixteen is almost over. This… Read More

Boeing cuts 777 production rate again

Dec. 13, 2016: Boeing yesterday announced another production rate cut for the 777 Classic, effective next August. The rate goes to 5/mo. Because of the transition to the 777X, the actual delivery rate will be 3.5/mo. Leeham Co…. Read More

Airbus, Boeing claim victory in today’s WTO ruling over Washington State tax breaks

Airbus claims “knockout blow.” Boeing claims “complete victory.” WTO Summary of findings and ruling. All the WTO documents are here. Opinion: No sanctions will be levied on Airbus or Boeing. Seattle Times on why nothing will happen with… Read More

Boeing sees wide-body market recovery from 2020

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Boeing beats estimates on one-time gains

Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More

Pontifications: Reorganization at Airbus

  Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More

Weekly Analyst Synopsis: Rolls, Boeing and leasing companies

Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.