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

Pontifications: Gifts that keep on giving

Feb. 15, 2016, © Leeham Co. In the news business, it’s called the gift that keeps on giving. These are news stories on topics that just won’t go away. And we get to write about them over and… Read More

Boeing 777 Classic production gap closing

See Scott Hamilton’s new Forbes on-line column, It’s time for hard questions for Boeing. Subscription Required Introduction Jan. 26, 2016, © Leeham Co. Boeing needs to sell more than 200 777 Classics, all with delivery dates through 2021,… Read More

Pontifications: Shifting focus to Embraer

Jan. 25, 2016, © Leeham Co. Embraer announced last week it had cut metal on its first E195 E2, more than a month before the roll-out of the first E190 E2, scheduled for Feb. 25, at is Sao… Read More

Bjorn’s Corner: What did we learn in 2015; engines

15 January 2016, ©. Leeham Co: Last week we looked back on what happened in 2015 on the airframe front. We finish the retrospective by looking at what turbofan engine technology came to market in 2015. New engine… Read More

Dissection of the 2015 Airbus order book

Jan. 13, 2016, © Leeham Co. Airbus yesterday reported 1,139 gross and 1,036 net orders for 2015, dramatically out-performing Boeing’s sales figures. Boeing’s 737NG outsold the A320ceo family but the A320neo captured 67% of the sales vs the… Read More

Airbus annual press conference 2016

By Bjorn Fehrm Introduction 12 January 2016, ©. Leeham Co: Airbus held its annual press conference in Paris today against a backdrop of record 2015 deliveries. The year that went past was consequently a good one for Airbus. Orders… Read More

LNC’s annual production forecast for Airbus, Boeing

Subscription Required Introduction Jan. 11, 2016, © Leeham Co. Airbus and Boeing are headed for parity in monthly production rates by the end of this decade, a new forecast by Leeham Co. shows. In our annual production rate… Read More

Pontifications: Deliveries matter, so do orders

Jan. 11, 2015, © Leeham Co.: Boeing out-delivered Airbus last year by a wide margin. Airbus obtained more orders than Boeing by a wide margin. Behind our paywall today, we look at some of the reasons for this… Read More

New aircraft programs’ sorry record of delay

Subscription Required. Jan. 7, 2016, (c) Leeham Co. New aircraft programs used to be on time and a source of pride for the Original Equipment Manufactures (OEMs). No longer. Delays are the norm, and despite “lessons learned,” there… Read More