Boom times leads to looming cash flow shortfall across OEMs

Subscription Required. Introduction Dec. 16, 2014: There have been record aircraft orders year after year, swelling the backlogs of Airbus and Boeing to seven years on some product lines, Bombardier’s CSeries is sold out through 2016, Embraer has… Read More

Boeing fails to assure on 777 production gap

Subscription required Introduction Boeing’s ability—or inability—to bridge the production gap for the 777 Classic to the 777X entry-into-service in 2020 was a top concern of a series of Wall Street types during a recent series of meetings we… Read More

Airbus could decide on A380neo within six month: Emirates’ Tim Clark

Airbus could decide within the next six months whether to re-engine the A380 with Rolls-Royce powerplants, says Tim Clark, the president of Emirate Airlines, which has ordered more of the giant airplanes than any other customer. Clark, speaking… Read More

Airbus A330-800 and -900neo, first analysis, part 3: performance

In our first two parts of the analysis of the Airbus A330neo launch at the Farnborough Air Show, we have gone through the information provided by Airbus and Rolls Royce and provided comments on what these really mean… Read More

Farnborough Air Show, July 17: Orders summary, reflections of the show

Orders continued to trickle in as the Farnborough Air Show winds down (there could be others not listed here). Airbus: Transaero, LOI for 12 A330neos and eight A330ceos; Hong Kong Aviation Capital firms up an order for 40… Read More

Farnborough Air Show, July 15: VLA program analysis: A380, B747-8I, 777-9, [and the wishful thought of an A350-1100]

Fabrice Bregier, CEO of Airbus Commercial, threw cold water on the prospects of an A380neo and an A350-1100, the latter to compete with the Boeing 777-9. Bregier’s position on the A350-1100 leaves Boeing with a monopoly at the… Read More

Boeing sees 4% increase in aircraft demand in next 20 years

Boeing forecasts a demand for 36,770 new airplanes during the next 20 years, an increase of 4.2%, in its Current Market Outlook. The value of this demand, which covers the entire commercial aviation line from regional jets and… Read More

Airbus Innovation Days, Part 2: No order bubble and a lot more

Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More

War of Words between Airbus and Boeing over A330neo, 787

By Leeham Co EU We’ve seen it for decades: the War of Words between Airbus and Boeing around their competing aircraft. It hasn’t taken long for the WOW to emerge over the prospective A330neo. Only a few months… Read More

Logical conclusions: Airbus wide-body decisions

A330 programme. The long range programme presents no new challenges. However, managing the order book beyond 2016 becomes more challenging due to competition from A350 XWB and Boeing 787. —From the Airbus Group 2013 Annual Report We have… Read More