Airbus needs more vertical integration, says official

Subscription Required Introduction John Leahy, chief operating officer-customers. Airbus photo. March 3, 2016, © Leeham Co.: Airbus may well have avoided the supplier-driven delivery delays on its A350s had the company brought some key work in-house and become… Read More

Bombardier earnings preview

Subscription required Introduction Feb. 16, 2016, ©  Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More

Boeing earnings call: will Muilenburg be more forthcoming than McNerney?

See Scott Hamilton’s new column with Forbes on-line, It’s time for hard questions for Boeing. Jan. 26, 2016, © Leeham Co. Boeing’s earnings call tomorrow could have additional revelations about the 777 production rate and how its cash… Read More

Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

Pontifications: Assessing the benefit of new airplanes in low oil pricing

Dec. 7, 2015, © Leeham Co.: Oil for West Texas Intermediate Crude closed Friday at $39.97. International Brent closed at $43.05. These figures continue to breathe life into used aircraft and raise questions about new orders. In recent… Read More

Pontifications: Looking to year-end

Nov. 30, 2015, © Leeham Co.: One month to go to the end of 2015. What’s left to come? The first Boeing 737 MAX is rolling out of the factory Dec. 8. For reasons that defy obvious explanation,… Read More

Pontifications: 50% of something or 100% of nothing: something to consider at Bombardier

On Sunday, The Seattle Times had a long article about whether the Boeing 787 will ever record a profit. Leeham Co’s Bjorn Fehrm is quoted extensively. Oct. 19, 2015, © Leeham Co. Bombardier is dominating the aerospace news… Read More

Boeing’s McNerney on 787 costs, obsoleting airplanes

July 8, 2015: Bloomberg News interviewed Jim McNerney, then-CEO of The Boeing Co., June 15 at the Paris Air Show. (McNerney relinquished his CEO title a week later to Dennis Muilenburg.) Although McNerney got it wrong on the… Read More

Pontifications: Passenger experience and the WOW factor

June 29, 2015, © Leeham Co. Back on June 1, I wrote in this column I had yet to experience traveling on the Airbus A380, which entered service in 2007. The A380 doesn’t serve Seattle, where I live, and… Read More

Bombardier makes it official: CSeries exceeds advertised numbers

Ross Mitchell, VP of Business Acquisitions, Bombardier, discusses cabin modularity and flexibility for the CSeries at the 2015 Paris Air Show. June 14, 2015, Paris Air Show: Bombardier made it official today, the pre-event of the opening of… Read More