Subscription Required Introduction May 12, 2016, © Leeham Co.: Boeing executives faced skeptical aerospace analysts at its annual investors day yesterday in Seattle. Presentations by Dennis Muilenburg, CEO of The Boeing Co., Chairman, President and Chief Executive Officer,… Read More
Air Lease sounds caution note for Airbus, Boeing
Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More
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Posted on August 10, 2016 by Scott Hamilton
Airbus, Boeing, Leeham News and Comment
737, 777 Classic, 787, A320, Air Lease Corp., Airbus, Boeing, John Plueger
Iran Air, Volga Dnepr deals help Boeing production gaps but don’t solve them
Subscription Required Introduction June 24, 2016, (c) Leeham Co.: Boeing’s recent deal with Iran Air for 100 737s, 777s and 747s and its indication that a Memorandum of Understanding with Volga Dnepr may be firmed up will help… Read More
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Posted on June 24, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 737NG, 747-8, 777 Classic, 777-9, A320, A330, A350, A380, Airbus, Boeing, Iran Air, Volga-Dnepr
Fuel prices rising, muted wide-body demand noted by analysts
June 22, 2016: Our weekly synopsis of select analyst notes point to increasing fuel costs and weak wide-body demand, among other things, as issues to consider. Highlights: A350 deliveries at risk due to Zodiac supplier issues. (Buckingham.)… Read More
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Posted on June 22, 2016 by Scott Hamilton
Airbus, Boeing, Spirit Aerosystems
737, 777 Classic, 777X, 787, A350, Airbus, Boeing, Buckingham Research, CanaccordGenuity, Cowen & Co, Crane, Delta Air Lines, JP Morgan, Wells Fargo, Zodiac
Pontifications: Airbus CXLs A320, A350 August vacations
June 20, 2016, © Leeham Co.: Airbus officials canceled the annual August vacations in Europe for the A320 and A350 production lines. The A320neo and A350-900 are backing up on the delivery lines because of supplier issues with the… Read More
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Posted on June 20, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Pontifications, Pratt & Whitney
737, 737 MAX, 737-7, 737-7.5, 777 Classic, 777X, A320NEO, A330, A350, A350-900, A380, Airbus, Boeing, Bombardier, CSeries, GTF, Pratt & Whitney, WestJet, Zodiac
Slowing economies begin to impact Airbus, Boeing
Subscription Required Introduction LatAm Airbus A350. LatAm may defer some A350s and/or Boeing 787s. Photo: Flickr via Google images. June 13, 2016, © Leeham Co.: Signs are becoming more frequent that airlines are facing slowing economies around the… Read More
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Posted on June 13, 2016 by Scott Hamilton
Airbus, Boeing, Delta Air Lines, Emirates Airlines, IATA, Premium
747-400F, 748-8F, 777 Classic, 777-300ER, 777-8F, 777-9, 787, 787-10, 787-9, A330-300, A330neo, A350, A350-1000, A350-2000, A350-900, Airbus, Boeing, Cathay Pacific Airways, Delta Air Lines, Emirates Airline, IATA, JetBlue
UTAS sees increasing electronic architecture in future airplanes
Subscription Required Introduction June 9, 2016, © Leeham Co.: The debate continues whether the next new, clean-sheet airplane will be a Middle of the Market aircraft (MOMA) or replacements for the Airbus A320 and Boeing 737 families. Along… Read More
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Posted on June 9, 2016 by Scott Hamilton
Airbus, Boeing, MOM, Pratt & Whitney, Premium, United Technologies
737, 777 Classic, 777X, 787, A320, A350, Airbus, Boeing, Electric Systems, Middle of the Market, Tim White, United Technologies, UTAS
Boeing: no new technical issues with KC-46A
June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More
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Posted on June 2, 2016 by Scott Hamilton
air force tanker, Boeing
737 MAX, 737-10, 777 Classic, 777X, 787-10, 787-8, 787-9, Bernstein Research, Boeing, Dennis Muilenburg, KC-46A
Pontifications: The crystal ball
May 30, 2016, © Leeham Co.: We at Leeham Co. and Leeham News and Comment take some risk when we make analyses, forecasts, projections and predictions. These often put us out on a limb, open us to criticism and even… Read More
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Posted on May 30, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Pontifications, United Airlines
717, 737-10, 737-7, 737-7.5, 737-700, 737-7X, 737-8, 747-400, 747-8, 777, 777 Classic, 777X, A320, A350, Airbus, Boeing, CS300, Delta Air Lines, E190, Embraer, John Leahy, MAX 10, MAX 200, MAX 7.5, MAX 8, Midway Airport, Moody's, Ray Conner, Tom Wiliams, United Airlines
Dissecting Wide-Body deliveries through 2030
Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More
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Posted on May 26, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Delta Air Lines, Premium
747-8, 757-200W, 767-300ER, 777 Classic, 777X, 787, A330, A350, A380, Aeroflot, Air Lease Corp., Airbus, Boeing, Delta Air Lines, Egyptair, Hong Kong Airlines, Icelandair, John Plueger, Kingfisher Airlines, Lufthansa Airlines, MS804, Norwegian Air Shuttle, Steven Udvar-Hazy, WestJet
Analysts skeptical going into Boeing investors day
Subscription Required Introduction May 12, 2016, © Leeham Co.: Boeing executives faced skeptical aerospace analysts at its annual investors day yesterday in Seattle. Presentations by Dennis Muilenburg, CEO of The Boeing Co., Chairman, President and Chief Executive Officer,… Read More
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Posted on May 12, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 777 Classic, 777X, 787-10, 787-8, 787-9, Airbus, Boeing, Dennis Muilenburg, Greg Smith, Ray Conner
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