Leeham News and Analysis
There's more to real news than a news release.
Weekly analyst note synopses
Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More
UTC media day 2: GTF hits 99.5% dispatch reliability rates
June 7, 2016: The new Pratt & Whitney Geared Turbo Fan, on seven Airbus A320neos, have achieved more than 2,000 revenue cycles with no returns or rejected take-offs, says Bob Leduc, president of Pratt & Whitney. The engines have… Read More
UTC media day 2: PW addresses Under-Performing supply chain
Day 2 of the United Technologies Corp (UTC) Media Days is focused on Pratt & Whitney. June 7, 2016: Pratt & Whitney officials today clarified an eye-popping statement yesterday by Greg Hayes, CEO of parent United Technologies, that… Read More
Airbus stepping up innovation
By Bjorn Fehrm Subscription required Introduction June 6, 2016, ©. Leeham Co: In January last year I had a discussion with Airbus CEO Fabrice Bregier regarding the innovation level at Airbus. The background to the discussion was that… Read More
Airbus changing production to be more competitive
By Bjorn Fehrm Subscription required Introduction June 1, 2016, ©. Leeham Co: With the large aircraft development programs being on the way to fade out and give way to incremental improvement programs, Airbus is shifting its focus onto making… Read More
Airbus aircraft programs in review
By Bjorn Fehrm in Hamburg Introduction May 31, 2016, ©. Leeham Co: Airbus went through a complete review of all their aircraft programs as part of their yearly briefing for media in Hamburg today. A lot was said… Read More
Airbus will recover 2016 production
By Bjorn Fehrm in Hamburg Introduction May 30, 2016, ©. Leeham Co: Airbus has got off to a slow start for A320neo and A350 production this year. The Airbus Hamburg and Toulouse airfields are filled with A320neo aircraft… Read More
Pontifications: Derivatives at Boeing
May 9, 2016, © Leeham Co.: Last week proved to be significant when the CEO of The Boeing Co. and the head of the 737 MAX program each said the company is looking at revising its smallest member… Read More
Airbus Group 1Q 2016 results: Slow start to the year, guidance maintained.
By Bjorn Fehrm 28 April 2016, ©. Leeham Co: Airbus Group has had a slow start to 2016. Deliveries of A320neo, A350 and A400M are slowed by problems with engine and cabin suppliers. Only 127 aircraft were delivered out… Read More
737-7X, 737-10 studies illustrate Boeing weakness in single-aisle market
Subscription Required Introduction April 27, 2016 © Leeham Co.: News that Boeing plans to develop a “737-7.5” MAX, following on the prospect of a “737-10” stretch of the 737-9 illustrates just how weak its single aisle product strategy… Read More
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Posted on April 27, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Leeham News and Comment, United Airlines
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