Coming soon: We will be rolling out changes this month to Leeham News and Comment. We will expand our News and Analysis, providing the most insightful commentary of aviation issues of any on-line publication. Most on-line news resources… Read More
Engine After-market: Safran, which owns 50% of CFM International with GE Aviation owning the other half, is positioned in the “sweet spot” of the engine after-market, according to a recent report by Bernstein Research. The report further supports… 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
Following the Farnborough Air Show last month, media and some aerospace analysts once again began asking the question: is the order bubble done? We retort by saying, “What order bubble?” We have been hearing since 2008 if the… Read More
The orders and commitments announced by Airbus and Boeing at the Farnborough Air Show last week for the A330ceo, the A330neo, the Boeing 777-200LRF and the 777-300ER will help fill the looming production gaps for the two airplanes,… Read More
Wall Street aerospace analysts are becoming increasingly concerned that Boeing will fall short of its goal to maintain 777 production rates at the current 8.3/mo through the introduction of the 777X, planned for entry-into-service in 2020. One analyst… Read More
Should manufacturers be counting options and letters of intent toward program certainty? We’ve always thought this was pretty cheeky, but in reality there is a reasonable foundation and history for doing so. Years ago Boeing regularly ridiculed Airbus… Read More
Sam Pearlstein, the aerospace analyst at Wells Fargo, predicted a production rate cut today in a research note for the Boeing 777. An announcement could come as early as this year, he writes. Pearlstein, one of our favorite… Read More
Reuters is reporting that the European Union may challenge the $8.7bn in tax breaks Washington legislators voted to grant Boeing in return for locating assembly of the 777X and its wing in the state. Readers know we worried… Read More
Odds and Ends: Coming soon–new Leeham News; Boeing v SPEEA; 86-seat Q400; Boeing 326; Budapest Air Show
Coming soon: We will be rolling out changes this month to Leeham News and Comment. We will expand our News and Analysis, providing the most insightful commentary of aviation issues of any on-line publication. Most on-line news resources… Read More
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31 Comments
Posted on September 30, 2014 by Scott Hamilton
Airbus, Boeing, Bombardier, IAM 751, International Association of Machinists, Leeham News and Comment, SPEEA
777 Classic, 777X, A330neo, A350-1000, Boeing, Boeing 314, Boeing 326, Bombardier, Budapest Air Show, IAM 751, International Association of Machinists, Leeham News and Comment, Q400, Q400 Combi, SPEEA
Odds and Ends: Safran benefits from engine after-market; ExIm could back Airbus; Paine Field future
Engine After-market: Safran, which owns 50% of CFM International with GE Aviation owning the other half, is positioned in the “sweet spot” of the engine after-market, according to a recent report by Bernstein Research. The report further supports… Read More
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15 Comments
Posted on September 11, 2014 by Scott Hamilton
Airbus, Boeing, CFM, GE Aviation, Pratt & Whitney
747, 767, 777 Classic, 777-200LR, 777-300ER, A320, Airbus, Bernstein Research, Boeing, CFM International, CFM56, ExIm Bank, GE Aviation, GE90, Pratt & Whitney, Safran
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
What order bubble?
Following the Farnborough Air Show last month, media and some aerospace analysts once again began asking the question: is the order bubble done? We retort by saying, “What order bubble?” We have been hearing since 2008 if the… Read More
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36 Comments
Posted on August 17, 2014 by Scott Hamilton
Airbus, Boeing
747-8, 777 Classic, A330, A380, Airbus, Airbus cancellations, Boeing, Boeing cancellations, Order bubble
Farnborough does little to relieve 777 Classic, A330ceo production gap issues
The orders and commitments announced by Airbus and Boeing at the Farnborough Air Show last week for the A330ceo, the A330neo, the Boeing 777-200LRF and the 777-300ER will help fill the looming production gaps for the two airplanes,… Read More
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19 Comments
Posted on July 27, 2014 by Scott Hamilton
Airbus, Boeing
777 Classic, 777-200LRF, 777X, A330ceo, A330neo, Airbus, Boeing
Boeing’s production gap challenge for the 777 Classic
Wall Street aerospace analysts are becoming increasingly concerned that Boeing will fall short of its goal to maintain 777 production rates at the current 8.3/mo through the introduction of the 777X, planned for entry-into-service in 2020. One analyst… Read More
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38 Comments
Posted on July 2, 2014 by Scott Hamilton
Boeing
747-8F, 777, 777 Classic, 777-300ER, 777X, Boeing, Randy Tinseth
Counting options, Letters of Intent
Should manufacturers be counting options and letters of intent toward program certainty? We’ve always thought this was pretty cheeky, but in reality there is a reasonable foundation and history for doing so. Years ago Boeing regularly ridiculed Airbus… Read More
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26 Comments
Posted on June 9, 2014 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries
737 MAX, 777 Classic, 777X, A320NEO, A330 Classic, A330-200, A330-200F, A330-300, A330neo, A350, air force tanker, Airbus, Boeing, Bombardier, CSeries, KC-45, KC-46A, Odyssey Airlines, Porter Airlines, Republic Airways Holdings
777 production rate cut likely: Wells Fargo
Sam Pearlstein, the aerospace analyst at Wells Fargo, predicted a production rate cut today in a research note for the Boeing 777. An announcement could come as early as this year, he writes. Pearlstein, one of our favorite… Read More
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38 Comments
Posted on May 30, 2014 by Scott Hamilton
Airbus, Boeing
777 Classic, 777X, A350-1000, Airbus, Boeing, Jim McNerney, Sam Pearlstein, Wells Fargo
EU may challenge 777X tax breaks from Washington State
Reuters is reporting that the European Union may challenge the $8.7bn in tax breaks Washington legislators voted to grant Boeing in return for locating assembly of the 777X and its wing in the state. Readers know we worried… Read More
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25 Comments
Posted on May 16, 2014 by Scott Hamilton
air force tanker, Airbus, Boeing
777 Classic, 777X, air force tanker, Airbus, Boeing, European Union, KC-X, World Trade Organization, WTO
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