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
Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More
June 7, 2016: Single-aisle production rates of 57/mo at Boeing and 60/mo at Airbus are reasonable when achieved in the near term but more problematic in 2019. Wide-body production rate hikes are risky. This is the conclusion of… Read More
Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More
Boeing launches PFS 2.0
Update, 0815 PDT July 7: Boeing Corporate Headquarters responded to our questions. The transcript has been added to the article below. July 7, 2016, © Leeham Co.: Boeing’s controversial Partnering for Success (PFS) drew ire from its suppliers… Read More
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Posted on July 7, 2016 by Scott Hamilton
air force tanker, Boeing, Leeham News and Comment, Pacific Northwest Aerospace Alliance, United Technologies
747-8, 787, Boeing, Dave Gitlin, Héroux-Devtek, Jim McNerney, KC-46A, Michel Merluzeau, Pacific Northwest Aerospace Alliance, Partnering for Success, PFS 1.0, PFS 2.0, PNAA, Richard Aboulafia, United Technologies Aerosystems, UTAS
Book Review: The Crash Detectives
July 5, 2016, © Leeham Co.: The Crash Detectives, by Christine Negroni, © 2016. Penguin Books. Available on Amazon.com. As an avid follower of The Smithsonian Channel’s “Air Disaster” series and The Weather Channel’s “Why Planes Crash,”… Read More
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Posted on July 5, 2016 by Scott Hamilton
Airbus, Boeing, Malaysian Airlines, MH370
777, 787, Airbus, Boeing, Christine Negroni, Comet, Crash Detectives, de Havilland, Malaysia Airlines, MH370, Qantas Airways, United Airlines
Pontifications: Boeing is back
July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.) Boeing is back into airplane development mode. To be… Read More
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98 Comments
Posted on July 4, 2016 by Scott Hamilton
Airbus, Boeing, Farnborough Air Show, GE Aviation, MOM, Pontifications
737-10, 737-7, 737-7.5, 737-9, 757, 767, 777-10, 777-9, 787, Airbus, Aviation Week, Bloomberg News, Boeing, Farnborough Air Show, Jon Ostrower, New Mid-market Aircraft, Wall Street Journal
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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24 Comments
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
Don’t look for defections to Boeing over Airbus delays
Subscription Required Introduction June 20, 2016, © Leeham Co.: Recent suggestions and threats that delays at Airbus for the A320neo and A350 means angry customers will flock to Boeing are naïve and grandstanding under the circumstances existing today…. Read More
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Posted on June 20, 2016 by Scott Hamilton
Airbus, Boeing, Premium, Qatar Airways
737-8, 737-800, 787, A320NEO, A350-1000, A350-900, Airbus, Akbar Al-Baker, Boeing, Qatar Airways
Weekly analyst note synopses
Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More
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28 Comments
Posted on June 15, 2016 by Scott Hamilton
Airbus, Boeing, Embraer, Irkut
737-8, 787, A320NEO, Airbus, Boeing, Buckingham Research, Canaccord, Embraer, Goldman Sachs, Irkut, JP Morgan, MC-21, Wells Fargo
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
Wells Fargo sees reasonable, risky production rates
June 7, 2016: Single-aisle production rates of 57/mo at Boeing and 60/mo at Airbus are reasonable when achieved in the near term but more problematic in 2019. Wide-body production rate hikes are risky. This is the conclusion of… Read More
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Posted on June 7, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries
737, 777, 787, A320, A330, A350, Airbus, Boeing, CSeries, Wells Fargo
UTC media day 1: UTAS, twice the size of any other aerospace systems company
Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More
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Posted on June 6, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Comac, CSeries, Embraer, Pratt & Whitney, United Technologies
737, 777, 787, A350, Airbus, Boeing, Bombardier, C Series, C919, Comac, Dave Gitlin, EJet E2, Embraer, Geoff Hunt, Pratt & Whitney, Tim White, United Technologies, UTAS, UTC Aerospace Systems
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