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

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

Airbus investors day Dec. 10-11: here’s our preview

The annual Airbus investors days are tomorrow and Thursday in London. Airbus will webcast the event; go here to link up. The presentations will include a mix of commercial and military, with John Leahy, chief operating officer of… 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

Odds and Ends: MTU on A380; lessons learned; Alaska Air v Delta; GOL looking for airplanes; Boeing downgrade and upgrade

MTU on A380: The German company MTU, which is a key supplier on a variety of Airbus and Boeing engines, questions the potential market for an A380neo, according to this article from Reuters. Our Market Intelligence indicates Airbus… Read More

A380neo becoming a reality

Subscription required Introduction We last looked at the Airbus A380 economics in February, when the airframer was promoting the giant airplane as a 525 seater. Since then, Airbus recast the airplane as a 555 seater. This changes the… Read More

Airbus could decide on A380neo within six month: Emirates’ Tim Clark

Airbus could decide within the next six months whether to re-engine the A380 with Rolls-Royce powerplants, says Tim Clark, the president of Emirate Airlines, which has ordered more of the giant airplanes than any other customer. Clark, speaking… Read More

Farnborough Air Show, July 15: VLA program analysis: A380, B747-8I, 777-9, [and the wishful thought of an A350-1100]

Fabrice Bregier, CEO of Airbus Commercial, threw cold water on the prospects of an A380neo and an A350-1100, the latter to compete with the Boeing 777-9. Bregier’s position on the A350-1100 leaves Boeing with a monopoly at the… Read More

No more moonshots stifles innovation

Boeing CEO said there will be no more “moonshots” at Boeing when it comes to future airplane development. Airbus says it will focus on derivatives rather than new airplanes. After the program debacles of the Airbus A400M and… Read More

Logical conclusions: Airbus wide-body decisions

A330 programme. The long range programme presents no new challenges. However, managing the order book beyond 2016 becomes more challenging due to competition from A350 XWB and Boeing 787. —From the Airbus Group 2013 Annual Report We have… Read More