Leeham News and Analysis
There's more to real news than a news release.
Dissecting Wide-Body deliveries through 2030
Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More
Finnair exanding Far East faster than planned
By Bjorn Fehrm May 26, 2016, ©. Leeham Co: Finnair could tell the participants on its Capital Markets Day yesterday that its Asia expansion plans are going better than planned. Being the Finnish national flag carrier, Finnair has had… Read More
Airbus, Boeing split YTD orders leads
May 10, 2016: Airbus and Boeing split the leads for orders year-to-date through April 30 (May 2), following the monthly total released today by Airbus. Airbus led in wide-body orders by a wide margin. Boeing thumped Airbus in… 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
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
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