Leeham News and Analysis
There's more to real news than a news release.
EADS Investors Day–Analysts reports
EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More
Odds and Ends: Boeing’s next twin-aisle strategy; Lion Air/Airbus: you read it here first
Boeing’s next twin-aisle strategy: Aspire Aviation has this long article looking at when Boeing will launch the 787-10 and 777X. Our thoughts on the topic: We are hearing EIS for the 787-10, as Aspire reports, will be 2018… Read More
New battle breaks out between Airbus and Boeing–in advertising
A new battle has broken out between Airbus and Boeing, this time with a sharp (and perhaps unprecedented) advertisement by Airbus accusing Boeing of outright lying. (Click to enlarge.) We don’t remember ever seeing this direct assault by… Read More
Airbus, Boeing under price pressure
The Wall Street Journal has two articles about Airbus and Boeing being under price pressure. There is a third article by the WSJ about Airbus wanting its suppliers to consolidate. The two companies have accused each other of… Read More
Odds and Ends: Airbus and Boeing BBJs; Oops by Sen. Cantwell; positive SPEEA talks
MAX BBJs: Boeing is offering 737-8/9 MAX BBJs but not, as yet, a 7 MAX BBJ. Boeing says it is still studying a 7 MAX BBJ. there have so far been no orders for the 7 MAX. Airbus… Read More
ISTAT Europe: a tough review by Aeroturbopower, and our thoughts
ISTAT Europe: Aeroturbopower has this recap of last week’s ISTAT Europe conference and he takes a devastating hit at the Boeing presentation. We weren’t at the event this year but we’ve seen plenty of Boeing presentations and agree… Read More
Odds and Ends: Boeing responds to SPEEA; Enders’ mystery injury revealed; AirAsia
Boeing v SPEEA, con’t: As ballots are mailed by SPEEA to its members to vote on the Boeing contract offer, Boeing issued this response to SPEEA executive claims about the offer. Enders’ mystery injury: EADS CEO Tom Enders… Read More