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: Airbus, Boeing, Bombardier and export credit support

April 18, 2016, © Leeham Co.: Export Credit for airliners was back in the news last week, with the US taking aim at the prospect of Canada’s agency supporting sales of the Bombardier C Series to the US… Read More

 37 Comments

 Posted on April 18, 2016 by

 Airbus, Boeing, Bombardier, CSeries, ExIm Bank, Pontifications

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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

 3 Comments

 Posted on March 3, 2016 by

 Airbus, Boeing, Bombardier, CFM, CSeries, ISTAT, Leeham News and Comment, Pratt & Whitney, Premium

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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

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 Posted on February 15, 2016 by

 Airbus, ATR, Boeing, Bombardier, Embraer, Premium

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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

 40 Comments

 Posted on January 26, 2016 by

 Airbus, Boeing, Bombardier, United Airlines

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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

 19 Comments

 Posted on January 25, 2016 by

 Airbus, Boeing, Comac, CSeries, Embraer, Irkut, Mitsubishi, United Airlines

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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

 18 Comments

 Posted on December 7, 2015 by

 Airbus, Airlines, Boeing, Pontifications

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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

 56 Comments

 Posted on November 30, 2015 by

 Airbus, Airlines, Boeing, Bombardier, Embraer, United Airlines

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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

 55 Comments

 Posted on October 19, 2015 by

 Airbus, Boeing, Bombardier, CSeries, McDonnell Douglas, Pontifications

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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

 15 Comments

 Posted on July 8, 2015 by

 Airbus, Boeing

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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

 49 Comments

 Posted on June 29, 2015 by

 Airbus, Airlines, American Airlines, Boeing, Delta Air Lines, Paris Air Show, Pontifications, Qatar Airways, United Airlines

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