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

Pontifications: Earnings week for Airbus, Boeing, Bombardier and Embraer

April 25, 2016, © Leeham Co.: Airbus, Boeing, Bombardier and Embraer having their first quarter earnings call this week. Bombardier also has its Annual General Meeting concurrent with its 1Q earnings on Friday. The big anticipation will be… Read More

Fewer A350s in 2017-18, says Cowen & Co.; not so, says Airbus

April 21, 2016: Airbus will assemble fewer A350s than planned in 2017 and 2018, according to a short note to clients by the Cowen & Co. obtained by LNC. Not so, says Airbus. The investment bank was commenting on… Read More

Airbus, Boeing 1Q earnings ahead

April 20, 2016: Airbus and Boeing will report their first quarter earnings April 28 and 27 respectively. Year-to-date, Boeing is clobbering Airbus in orders and deliveries. It should be noted that last year, Boeing jumped to an early… Read More

Can Bombardier extend CS300 to a CS500?

By Bjorn Fehrm Subscription required Introduction April 14, 2016, ©. Leeham Co: Bombardier is working hard to get additional mainline airline customers for its C Series project. The latest discussion is whether Delta Air Lines would replace its… Read More

Alcoa lowers guidance, cites slowing jet sales, production ramp up

April 13, 2016, © Leeham Co.: Alcoa, a major supplier to Airbus and Boeing, lowered its 2016 guidance on anticipated lower demand for aluminum on lower orders for legacy commercial airliners and a slower than expected transition to… Read More