Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?

Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More

 7 Comments

 Posted on October 24, 2016 by

 Airbus, B/E Aerospace, Boeing, Pontifications, Rockwell Collins

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Pontifications: A good week for Boeing wide-bodies

Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More

 27 Comments

 Posted on October 17, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, Mitsubishi, Pontifications

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Peeking into Boeing’s future airplanes

Oct. 18, 2016, © Leeham Co.: It was a rare look into potential future airplanes and passenger experience by Boeing, which is known for keeping these topics close to its chest. Mike Sinnett, VP of Product Development for… Read More

 53 Comments

 Posted on October 14, 2016 by

 Airbus, Boeing, MOM

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Air Berlin, Europe’s ninth carrier, announces serious makeover

By Bjorn Fehrm October 06, 2016, ©. Leeham Co: Air Berlin, Germany’s second airline and Europe’s ninth largest carrier by passengers carried, announced that it will wet-lease 40 aircraft to Lufthansa together with many European routes, concentrate all tourist… Read More

 5 Comments

 Posted on October 6, 2016 by

 Airbus, Airlines, Boeing, Bombardier, Etihad Airways, Germanwings

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Looking 15 years ahead for Airbus, Boeing

Oct. 5, 2016, © Leeham Co.: The next 15 years won’t bring any relief to crowded airports and airplanes but nevertheless there are warning signs for the likes of Airbus, Boeing and the supply chain. Looking ahead to… Read More

 78 Comments

 Posted on October 5, 2016 by

 Airbus, Boeing, Bombardier, China, Comac

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Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

 1 Comment

 Posted on October 3, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce

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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

 33 Comments

 Posted on October 3, 2016 by

 Airbus, Boeing, Pontifications

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LCC changes face of long-haul

By Bjorn Fehrm 21 September 2016, ©. Leeham Co: Norwegian has announced that it has now flown its three millionth passenger on their long-haul network. Norwegian first launched low-cost flights from Scandinavia to the U.S. in May 2013,… Read More

 55 Comments

 Posted on September 22, 2016 by

 Airbus, Boeing, Delta Air Lines

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Boeing CEO reiterates production targets

Sept. 15, 2016, © Leeham Co.: The CEO of The Boeing Co. is sticking with current guidance for production rates through the end of the decade despite “hesitation” in wide-body orders. Dennis Muilenburg, speaking at a Morgan Stanley… Read More

 296 Comments

 Posted on September 15, 2016 by

 Airbus, Boeing, Middle of the Market

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Two analysts, two very different views of Boeing free cash flow

Sept. 13, 2016: Two aerospace analysts took a look at Boeing’s free cash flow estimates for the next five years and came away with very different conclusions. Cai von Ruhmor of Cowen & Co. believes the 787, 737… Read More

 37 Comments

 Posted on September 13, 2016 by

 Boeing

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