Leeham News and Analysis
There's more to real news than a news release.
Boeing 1Q results reveal “underlying strength”
April 27, 2016: Boeing delivered better financial results in first quarter that reflect “underlying strength” in the company, said Dennis Muilenburg, CEO of The Boeing Co., on the first quarter earnings call. Excluding charges of $243m pre-tax charges on… Read More
Fewer A350s in 2017-18, says Cowen & Co.; not so, says Airbus
April 21, 2016: Airbus will assemble fewer A350s than planned in 2017 and 2018, according to a short note to clients by the Cowen & Co. obtained by LNC. Not so, says Airbus. The investment bank was commenting on… Read More
Airbus, Boeing 1Q earnings ahead
April 20, 2016: Airbus and Boeing will report their first quarter earnings April 28 and 27 respectively. Year-to-date, Boeing is clobbering Airbus in orders and deliveries. It should be noted that last year, Boeing jumped to an early… Read More
Prices set for years, Boeing cost-cutting goes straight to bottom line
April 12, 2016: Prices for Boeing and Airbus planes are set through the remaining decade, meaning any cost-cutting being pursued by Boeing will flow straight to the bottom line, a new note issued yesterday from Bernstein Research concludes…. Read More
Trends in cabin amenities
By Bjorn Fehrm 05 April 2016, ©. Leeham Co: We are at the Aircraft Interior eXpo, AIX 2016, to check out what’s new where the aircraft meets the passenger. We got to the expo in Hamburg on a… Read More
Pontifications: Boeing’s 8,000 employee reduction isn’t nearly enough
April 4, 2016, © Leeham Co.: Boeing’s plans to reduce head count at Boeing Commercial Airplanes by 8,000 jobs this year dominated the news last week. Comparing employment figures with Airbus Commercial shows this reduction isn’t nearly enough. BCA… Read More
Bjorn’s Corner: Flight control, Part 4
1 April 2016, ©. Leeham Co: Last week we described the computer augmented flight controls that are possible with Fly-By-Wire (FBW) systems. We described the most common flight control laws by discussing the two most common control law… Read More
Airbus only one reason for Boeing cost-cutting
The bigger danger at Boeing is not Airbus pricing, but the potential for up to 15,000 early retirements this year by engineers, technicians and touch-labor. See Scott Hamilton’s column at Forbes online. Job cuts drive margin at Boeing, analyst… Read More
Dreamliner cash positive or not?
By Bjorn Fehrm Subscription required. Introduction 31 March, 2016, ©. Leeham Co: Boeing will present its first quarter 2016 results in about three weeks. One area which will be carefully scrutinized by the aerospace analysts will be the progress… Read More