Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

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

 26 Comments

 Posted on October 26, 2016 by

 Airbus, Pratt & Whitney

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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

 7 Comments

 Posted on October 24, 2016 by

 Airbus, B/E Aerospace, Boeing, Pontifications, Rockwell Collins

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Pontifications: A good week for Boeing wide-bodies

Oct. 17, 2016, © Leeham Co.: Boeing had a very good week for wide-body orders last week. It recorded 42 orders for the 787 and 10 for the 777-300ER. Thirty of the former and all of the latter… Read More

 27 Comments

 Posted on October 17, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Embraer, Mitsubishi, Pontifications

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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

 7 Comments

 Posted on October 13, 2016 by

 Airbus, Airlines

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Looking 15 years ahead for Airbus, Boeing

Oct. 5, 2016, © Leeham Co.: The next 15 years won’t bring any relief to crowded airports and airplanes but nevertheless there are warning signs for the likes of Airbus, Boeing and the supply chain. Looking ahead to… Read More

 78 Comments

 Posted on October 5, 2016 by

 Airbus, Boeing, Bombardier, China, Comac

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Airline assets and lessor assets

Subscription required Introduction Part 1: The Big Two OEMs Oct. 3, 2016, © Leeham Co.: There are airline assets and there are leasing assets. That’s a good airplane but it’s not a good leasing asset. These are the… Read More

 1 Comment

 Posted on October 3, 2016 by

 Airbus, Airlines, Boeing, Bombardier, CFM, Embraer, GE Aviation, International Aero Engines, Lessors, Pratt & Whitney, Premium, Rolls-Royce

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Airbus, Boeing cost-cutting

Sept. 20, 2016: Airbus is planning cost-cutting measures to offset program write-offs and delivery delays, according to The Financial Times. One of these delays involves the well-publicized problems with the Pratt & Whitney Geared Turbo Fan engine on… Read More

 91 Comments

 Posted on September 20, 2016 by

 Airbus, Boeing, Bombardier, CSeries, Pratt & Whitney, United Technologies

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Russian-Chinese wide-body: The aircraft, Part 4

By Bjorn Fehrm Subscription required. Introduction September 15, 2016, ©. Leeham Co: In Part 3 of this series, we identified the type and size of wing we would have on a new Russian-Chinese wide-body. It’s now time to go… Read More

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 Posted on September 15, 2016 by

 Airbus, Boeing, China, Comac, Future aircraft, GE Aviation, Irkut, Premium, Rolls-Royce, United Aircraft, United Engine Corp., YAK

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Boeing’s transition to more automation

Subscription Required Introduction Robots drill holes for fasteners. Boeing photo via Google images. Sept. 12, 2016, © Leeham News: Boeing is on a transition to improve manufacturing efficiency that will take years to complete. Dominic Gates of The… Read More

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 Posted on September 12, 2016 by

 Airbus, Boeing, Premium

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Russian-Chinese wide-body: The aircraft, Part 2

By Bjorn Fehrm Subscription required. Introduction September 01, 2016, ©. Leeham Co: In Part 1, we concluded that the existing Il-96 fuselage cross section would be suitable for a new Russian-Chinese wide-body. This means that a lot of experience… Read More

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 Posted on September 1, 2016 by

 Airbus, Boeing, China, Comac, Future aircraft, GE Aviation, Premium, Rolls-Royce, United Aircraft, United Engine Corp.

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