Airbus Innovation Days, Part 2: No order bubble and a lot more

Airbus lifted the embargo on John Leahy’s presentation, allowing immediate publication. There is no aircraft order bubble, says John Leahy, COO-Customers of Airbus. Emerging markets and passenger traffic doubling every 15 years, bolstered by GDP growth, means orders… Read More

Counting options, Letters of Intent

Should manufacturers be counting options and letters of intent toward program certainty? We’ve always thought this was pretty cheeky, but in reality there is a reasonable foundation and history for doing so. Years ago Boeing regularly ridiculed Airbus… Read More

Odds and Ends: Airbus’ Enders; A320neo; Ex-Im Bank; Delta vs Alaska

Airbus’ Enders: Airbus Group CEO Tom Enders muses about what he will do when his current term ends in two years. He might seek another three year term as CEO or he could move on. In the Byzantine… Read More

Airbus Group beats expections for first quarter results

Airbus Group beat expectations for its first quarter profit. Continuing research and development costs weighed on earnings before one-time charges. Earnings before interest and the charges were actually down slightly vs 2013 but were better than expectations. Group… Read More

Odds and Ends: Yields vs growth; 757RS continued; 787 wind tests; airport vs environment

Yields vs growth: AirAsiaX, the long-haul, low cost unit of AirAsia Group, faces that perpetual problem: yields vs growth. Reuters has this story about the conundrum of sacrificing profits now for a long-term growth strategy. It’s always a… Read More

No stress on the order backlog, says Airbus at ISTAT

Airbus doesn’t see any “stress” in its aircraft order backlog, or “skyline,” says Andrew Shankland, senior vice president of leasing markets from the European manufacturer. Shankland spoke with us at the annual meeting of the International Society of… Read More

Odds and Ends: MH370, Day 5; Delta’s RFP

MH370, Day 5: Yesterday brought another round of frenzied media coverage when the Chinese government released satellite images of what might be pieces of the Malaysian 777 in the water, 140 miles west of the last known contact… Read More

Rolls-Royce plans for new single-aisle, twin-aisle airplane engines

Rolls-Royce may not be at a cross road but it’s certainly at a fork in the road. RR sought to be a dual-source supplier for the Boeing 777X, competing with GE Aviation for the privilege; it was generally… Read More

Odds and Ends: No 90-seat ATR for now; 777X work; JAL says A350 was ‘better;’

No 90-seat ATR: Aviation Week reports that for now Airbus Group, which owns 50% of ATR, won’t green-light a 90-seat ATR turbo-prop due to the adverse impact a development program would have on profits. Competing for 777X work:… Read More

Odds and Ends: Rolls follows Pratt with GTF technology; Airbus’ challenge;

Rolls-Royce and GTF: Rolls-Royce today said it will pursue technology for its next big engine that follows the Geared Turbo Fan technology of Pratt & Whitney’s smaller design. Aviation Week has this story and Bloomberg has this one…. Read More