Leeham News and Analysis
There's more to real news than a news release.
EADS Investors Day–Analysts reports
EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More
Airbus’ A330 improvements aimed at maintaining market position vs 787
Airbus last week announced additional gross weight upgrades and improvements to the A330-200/300 that increase range and reduce fuel burn. Aviation Week has this story about the enhancements. This is the latest in a series of improvements taking… Read More
Odds and Ends: Air France v Rolls-Royce for A350; Virgin America rejigs; Last A340s sold; Heading South with SPEEA
Air France v Rollsr-Royce: The saga continues-see this Bloomberg story. We understand there is more to it than just maintenance. Rolls wants AF to order the Trent 1000 for the 787 order, too. Virgin America: This airline, headquartered… Read More
EADS announces earnings: depressed by A380 wing costs, a US customer Ch 11 and political issues
Not a good day for EADS and Airbus: Reuters: Spat with Germany affects cash position BBC: Hawker Beechcraft bankruptcy costs Airbus Washington Post: A380 wing fix costs EADS; A350 program “challenging”
Boeing starts 777 build at 8.3/mo rate
777 Build Rate: Even as Airbus opened its A350 Final Assembly Line in Toulouse today, Boeing announced it has now gone to rate 8.3/mo on the rival 777. (One must wonder if the timing of the announcement is… Read More
Air France A350 contract stalled; here’s the way forward
Bloomberg News has this report that the Air France-KLM talks for 25 Airbus A350s remain stalled over the long-running dispute between the company and Rolls-Royce over AF’s desire to overhaul the Trent XWB engines. The Air France-KLM group… Read More