Leeham News and Analysis
There's more to real news than a news release.
For Airbus and Boeing, it’s about Alabama, Alabama, Alabama
Nov. 29, 2016, (c) Leeham Co.: When it comes to the prospect of imposing trade sanctions or retaliatory tariffs on Airbus for airplanes ordered by US customers, the European manufacturer has some advantages over Boeing few people apparently have… Read More
Pontifications: Leahy’s retirement from Airbus
Nov. 14, 2016, © Leeham Co.: News emerged last week that Airbus super-salesman John Leahy has a new deputy, Kiran Rao. A new title for Rao wasn’t revealed in the Bloomberg story. He currently is EVP-Strategy and Marketing,… Read More
Bjorn’s Corner: Turbofan engine challenges, Part 1
October 28, 2016, ©. Leeham Co: Before we go into the details on the innards of airliner turbofans, we will look at some basics. We do that so that everyone is on the same page. A turbofan engine generates… Read More
Airbus results depressed from continuing delivery delays
Oct. 26, 2016: Airbus Group reported that its nine months financial results continue to be depressed by delivery delays in the A320neo and A350-900 programs. The Group reported revenues of €43bn for the period and charges that lowered profits…. Read More
Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?
Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More
The evolving European legacy carrier
By Bjorn Fehrm October 13, 2016, ©. Leeham Co, Nice: Scandinavian Airlines (SAS) has fought its way back from a near-death experience in 2012, readjusting to the growing low cost carrier environment in Europe. After nearly being bought… Read More