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
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
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
Leeham News and Analysis
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
Bjorn’s Corner: C Series flight controls
29April 2016, ©. Leeham Co: With the order by Delta Air Lines, the Bombardier C Series has taken the step up to be a viable alternative to Airbus’ and Boeing’s single aisle 130-150 seat aircraft. In my description of… Read More
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Posted on April 29, 2016 by Bjorn Fehrm
Airbus, Bjorn's Corner, Boeing, Bombardier, CSeries, Delta Air Lines, E-Jet, Embraer, Mitsubishi, Rockwell Collins, Sukhoi
A350, A380, Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Embraer, Mitsubishi
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
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
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Posted on April 25, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Delta Air Lines, Embraer, Pontifications, Pratt & Whitney
737-7, 737-7.5, A320NEO, A321ceo, A350, Airbus, Bank of America Merrill Lynch, Boeing, Bombardier, C Series, Credit Suisse, Embraer, GTF, Pratt & Whitney, Ron Epstein, Ron Spingarn
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
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35 Comments
Posted on April 21, 2016 by Scott Hamilton
Airbus, Boeing
777, 787, A320NEO, A330ceo, A350, A400M, Airbus, Boeing, Cowen & Co
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
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14 Comments
Posted on April 20, 2016 by Scott Hamilton
Airbus, Boeing
737, 747-8, 777 Classic, 787, A320NEO, A350, Airbus, Boeing
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
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Posted on April 13, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, Embraer, Pratt & Whitney
A320NEO, A350, Airbus, Alcoa, Boeing, Bombardier, Embraer, Geared Turbo Fan, GTF, Pratt & Whitney, Sam Pearlstein, Wells Fargo
Trends in cabin amenities
By Bjorn Fehrm 05 April 2016, ©. Leeham Co: We are at the Aircraft Interior eXpo, AIX 2016, to check out what’s new where the aircraft meets the passenger. We got to the expo in Hamburg on a… Read More
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29 Comments
Posted on April 6, 2016 by Bjorn Fehrm
Airbus, Boeing, Delta Air Lines
777, 787, A320, A350, Airbus, Boeing, Delta Air Lines
Boeing has lost neo/MAX battle; time to refocus goals
Subscription Required Introduction April 4, 2016, © Leeham Co.: Boeing should forget about competing with Airbus for market share. The Airbus A320neo. Airbus has won the single-aisle battle between the neo and Boeing 737 MAX. Boeing needs to… Read More
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Posted on April 4, 2016 by Scott Hamilton
Airbus, Boeing, Premium
737 MAX, 737-7, 737-9, 777X, A320NEO, A321NEO, A350, Airbus, Boeing, Dennis Muilenburg, Greg Smith, Jon Ostrower, Ray Conner
Bjorn’s Corner: Flight control, Part 4
1 April 2016, ©. Leeham Co: Last week we described the computer augmented flight controls that are possible with Fly-By-Wire (FBW) systems. We described the most common flight control laws by discussing the two most common control law… Read More
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Posted on April 1, 2016 by Bjorn Fehrm
Airbus, Bjorn's Corner, Boeing, Uncategorized
777, 787, A320, A350, Airbus, autopliot, Boeing, FBW
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