Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More
C Series charge spotlights 787 deferred costs
Subscription Required May 4, 2016: (c) Leeham Co.: The $500m charge reported last week by Bombardier for 127 recent orders for its C Series resulted in shining the spotlight on Boeing’s deferred production costs for the 787. As LNC… Read More
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Posted on May 5, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Premium
787, 787-9, A330ceo, A330neo, A350, A350-900, Air Baltic, Air Canada, Airbus, Bank of America Merrill Lynch, Credit Suisse, Delta Air Lines, Dominic Gates, program accounting, Rob Spingarn, Ron Epstein, Seattle Times, unit cost accounting
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
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Posted on April 28, 2016 by Bjorn Fehrm
Airbus, CFM, Pratt & Whitney
A320, A320NEO, A330, A330neo, A350, A350-1000, A350-900, A380, Airbus, CFM, Harald Wilhelm, Pratt & Whitney
Why Boeing won’t take a charge on 787s
Subscription Required Introduction Boeing 787-9. Source: Boeing. April 11, 2016, © Leeham Co.: Boeing has $29bn in deferred production costs and another $3bn in deferred tooling costs for its 787. The accounting block, for its program accounting, is… Read More
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Posted on April 11, 2016 by Scott Hamilton
air force tanker, Airbus, Boeing, Bombardier, CSeries, Pacific Northwest Aerospace Alliance, Premium
747-8, 787, A330ceo, A330neo, A350-900, Airbus, Bank of America Merrill Lynch, Boeing, Credit Suisse, Dennis Muilenburg, Jim McNerney, KC-46A, Pacific Northwest Aerospace Alliance, Ray Conner, Richard Aboulafia, Rob Spingarn, Ron Epstein, Teal Group, The Seattle Times
Sales slowing for larger, Airbus, Boeing twin-aisle jets
Subscription Required Introduction Boeing 777. Photo via Google images. March 28, 2016, © Leeham Co.: A downturn in the order cycle, low fuel prices and backlogs extending to 2020 and beyond combine to reduce the likelihood of much… Read More
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Posted on March 28, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Emirates Airlines, Premium
777-200ER, 777-300ER, 777-8, 777-9, 777F, 777X, 787-10, 787-9, A330ceo, A330neo, A380, Airbus, All Nippon Airways, Boeing, Emirates Airlines, Etihad Airlines, Qatar Airways
Airbus reveal “Airspace” interior for A330neo ahead of Interiors Show
March 24, 2016, © Leeham Co.: Airbus launched its Airspace brand for a new cabin design for the A330neo, two weeks ahead of the big, international Aircraft Interiors Expo April 5-7 in Hamburg. The news made a big… Read More
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Posted on March 24, 2016 by Scott Hamilton
Airbus, Boeing
777, 787, A330ceo, A330neo, Airbus, Boeing
Pontifications: Why the 787-8 is no longer favored by Boeing
March 21, 2016, © Leeham Co: My Pontifications for the last two weeks examined how the Airbus and Boeing messaging continues to do battle for the product line ups. Boeing continues to denigrate the Airbus widebody line and… Read More
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Posted on March 21, 2016 by Scott Hamilton
Airbus, Boeing, Douglas Aircraft Co, Pontifications
747SP, 767-200ER, 767-300ER, 767-400, 777-8, 777-9, 777X, 787-10, 787-8, 787-9, A330-200, A330-300, A330-800, A330-900, A330ceo, A330neo, A350-1000, A380, Airbus, Boeing, DC-8-62, Dennis Muilenburg
Boeing says Airbus widebody strategy “is a mess,” A330neo “dead on arrival”
March 9, 2016, © Leeham Co.: The war of words between Airbus and Boeing at the ISTAT conference Feb. 29-March 1 wasn’t confined to which company sold more single-aisle airplanes. Widebody aircraft were involved, too. A Boeing official… Read More
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Posted on March 9, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, ISTAT
777, 777-300ER, 777-9, 777X, 787, A330ceo, A330neo, A350, A350-1000 XL, A350-1100, A350-8000, Air Lease Corp., Airbus, Boeing, CIT Aerospace, ISTAT, Jeff Knittel, John Plueger, Steve Mason
Airbus Group 2015 results: A330 increase to seven per month
By Bjorn Fehrm 24 February 2016, ©. Leeham Co: Airbus will increase the production rate of the A330 from six per month to seven beginning next year, it was announced today. The move comes after reducing the rate… Read More
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Posted on February 24, 2016 by Bjorn Fehrm
Airbus, EADS, Pratt & Whitney
A320NEO, A330neo, A350, A380, A400M, Airbus, Airbus Group, Pratt & Whitney, Tom Enders
Rolls-Royce, short and long term outlook
By Bjorn Fehrm Subscription required. Introduction Feb. 18, 2016, ©. Leeham Co: Rolls-Royce reported earnings for the full year results for 2015 Friday. The share price took a hike after more than one and a half years of being… Read More
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Posted on February 18, 2016 by Bjorn Fehrm
Airbus, Airlines, Boeing, Bombardier, Emirates Airlines, Engine Alliance, GE Aviation, International Aero Engines, Pratt & Whitney, Premium, Rolls-Royce
787, A330, A330neo, A350, A380, Airbus, Boeing, Bombardier, CSeries, Emirates Airlines, Pratt & Whitney, Rolls-Royce
Airbus, Boeing cash, stock, dividend strategies similar
Feb. 16, 2016, © Leeham Co.: Boeing has been under pressure since its Jan. 27 earnings call, when its 2016 guidance fell short of analyst expectations. Then the news that the company is under preliminary investigation by the… Read More
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Posted on February 16, 2016 by Scott Hamilton
Airbus, Boeing
A320NEO, A330neo, A350, A380, Airbus, Boeing, Credit Suisse
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