Boom times leads to looming cash flow shortfall across OEMs

Subscription Required. Introduction Dec. 16, 2014: There have been record aircraft orders year after year, swelling the backlogs of Airbus and Boeing to seven years on some product lines, Bombardier’s CSeries is sold out through 2016, Embraer has… Read More

A look behind the headlines of Airbus’ Investors Forum

Subscription Required Update, 0530 PST Dec. 15: Aviation Week posted an article that indicates Airbus and Rolls-Royce are closing in on an engine deal that will lead to the A380neo and a stretch. Introduction Last week’s Airbus Global… Read More

Fallout from the Airbus investors days

Dec. 11, 2014: The fallout continues from the disastrous Airbus investors days held yesterday and today in London. Company investor days are supposed to bolster the stock. Yesterday, Airbus stock tanked 10% on cash flow and profit projections,… Read More

Airbus’ Bregier vows future for A380 with a neo, stretch

Dec. 11, 2014: Fabrice Bregier, CEO of Airbus Commercial, Thursday vowed there is a solid future for the A380, a day ofter Airbus Group CFO Harald Wilhelm cast doubt over the airplane. “We have commercial momentum on A380,… Read More

Airbus stock hammered on airplane news, Boeing caught in the downdraft

Subscription Required. Introduction Dec. 10, 2014: As company investors’ days go, Day 1 of Airbus Group didn’t go well. Airbus stock traded off 10% on news that the A330 production rate, already to reduced from 10/mo to 9/mo… Read More

Odds and Ends: U-Turn Al does it again, delays A350; rate cuts for 747-8, A330; A380 future delivery

A350 delivery delayed: U-Turn Al Baker, the CEO of Qatar Airways, has once again become a pain in the tailpipe to an OEM. The delivery of the first Airbus A350-900, set for Saturday, has been indefinitely postponed. Qatar… Read More

USAF moves up AF One replacement, reports Inside Defense

Dec. 7, 2014: The US Air Force is moving up the the Presidential Aircraft Replacement program to seek Requests for Proposals next year, according to the specialty newsletter Inside Defense. An airframe purchase will occur in 2016, according… Read More

At what price do used A380s make sense?

Subscription Required Now open to all readers. (Feb. 15, 2015.) Introduction Dec. 3, 2014: It’s been seven years since the first Airbus A380 entered service with Emirates Airlines. Tim Clark, the carrier’s president and chief operating officer, told… Read More

Airbus group reports Q3 and first nine month 2014 results

Airbus today reported Q3 and first nine months results for 2014. It could be summarized with one sentence, “steady so”. It is an Airbus group more in control of their destiny and programs then it has ever been,… Read More

Airbus poised to overtake Boeing in wide-body sector, bracket Boeing at both ends

Subscription required. Introduction Airbus is poised to produce more medium twin-aisle airplanes than Boeing by the end of 2017 and maintain the lead into the early 2020 decade, according to production rates that have been announced, unannounced and… Read More