Leeham News and Analysis
There's more to real news than a news release.
A380, a deep analysis of its competitiveness
By Bjorn Fehrm Subscription required. Introduction Dec. 18, 2014: In our Monday article we go behind the scenes of the doubts that were spread over the A380 by Airbus last week. To complete the picture we now update our… 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
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