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
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 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
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
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
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
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
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