Final A330neo analysis; cabin improvements gives the A330neo gains over today’s A330

When we did our analysis of the A330neo after the Farnborough launch we limited our checks to trip fuel efficiency as we did not have enough clarity of the cabin improvements that Airbus announced. After a meeting in… Read More

Buckingham lowers Boeing to Underperform (sell), others increasingly bearish

Update: 24/7 Wall Street just published this gloomy outlook about Boeing. Buckingham Research Group today lowered its call on The Boeing Co. from Neutral to Underperform, the equivalent of Hold to Sell. As far as we can tell,… Read More

Odds and Ends: Malmo and CSeries; Boeing’s Terrible Teens; MH 370

Malmo and CSeries: Malmo Airlines, a small carrier in Sweden that is a subsidiary of Braathens, last week said it withdrew as the launch operator of the Bombardier CSeries. Malmo has five CS100s and five CS300s on order…. Read More

Focus on Bombardier after more executive changes

This report has been updated since it was issued to our E-subscribers last Monday to reflect our new estimate of the return to airborne status for the flight test program. Bombardier two weeks ago made more executive changes… Read More

Qantas defers 787s, Boeing gears up response to A330neo

Financially ailing Qantas Airways has deferred some of its order for Boeing 787s, a move that ordinarily would be seen as a negative to Boeing. But in this case, it comes at an opportune time that will actually… Read More

After-market support becoming key to winning engine orders

Maintenance and power-by-the-hour parts and support contracts are increasingly becoming the deciding factor in deciding which engines and which airplanes will be ordered—it’s no longer a matter of engine price or even operating costs, customers of Airbus and… Read More

Odds and Ends: Boeing discounting; A380 analysis; A320neo LEAP

Boeing discounting: Although Boeing alternately acknowledges it’s under price pressure from Airbus or it’s maintaining pricing on its aircraft, UBS aerospace analyst David Strauss concludes that discounting is increasing on the 737 and 777 but is somewhat better… Read More

Half time 2014 for Boeing and Airbus

The major OEM’s have published their half time 2014 results and we can make an analysis of their half year results together with orders / deliveries and the state of their product lines. We compare Boeing and Airbus… Read More

GE analysis post Farnborough

Our wrap up of Farnborough would be incomplete without looking closer at the world’s leading engine supplier, GE Aviation, which together with partners (like SAFRAN in CFM joint venture) garnered more than $36 Billion in orders and commitments… 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