Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- Bjorn’s Corner: Air Transport’s route to 2050. Part 21. May 9, 2025
- Does an A220-500 need a new wing and engines? Part 2. May 8, 2025
- Embraer downplays tariff impact on 2025 results May 6, 2025
- JetZero readies effort for private equity fund raising May 5, 2025
- Bjorn’s Corner: Air Transport’s route to 2050. Part 20. May 2, 2025
EADS, governments reach A400M Agreement
EADS just announced an agreement with the eight governments that ordered the A400M to resolve the financial dispute. The two-page press release may be downloaded here: EADS A400M.
Sliding Euro helps Airbus
As Airbus and EADS countdown to the March 6 earnings report with a hoped-for resolution of the financially disastrous A400M program, the companies are unexpectedly benefiting from a recent weakening of the Euro to the US dollar. Every… Read More
New Report on Boeing
AirInsight has published a new report on The Boeing Co. This follows reports on Airbus, the emerging competitors to Airbus and Boeing and Re-Engining the A320 and 737 families published since August. We co-authored these reports with Ernest… Read More
Airbus raises prices on weak dollar
Airbus raised its list prices for aircraft by an average of more than 5% because on the continuing weakness of the dollar vis-a-vis the Euro. Airbus prices its airplanes in dollars but much of its costs are in… Read More
A400M management criticized
In what might seem to be stating the obvious, an audit criticizes the Airbus management of the A400M, according to this German news report via Business Week. What is most interesting is the audit’s assertion that EADS can… Read More
Airbus annual press conference
Airbus held its annual press conference today, with several news items coming from it: A400M This program remains a financial disaster, with Airbus now acknowledging it threatens the well-being of the entire company. This New York Times article… Read More
Airbus: A400M, Future funding
With tanker news dominating this week, there are a few Airbus items that haven’t received much attention: the A400M, future airplane program funding and the A350. (Updated September 26.) A400M This disastrous program appears heading for some resolution…. Read More
EADS announces earnings
We’ll provide analysis later today (PDT) but here is the 27 page earnings statement and accompanying presentation. Update, 10:30 PDT: Here’s a synopsis of the EADS earnings call and our comments.
EADS Earnings Preview
EADS, parent of Airbus, announces its 2Q09-1H09 earnings July 28. Here are some topics that ought to be covered and questions analysts and reporters should ask:
Airbus may scrap A400M
Airbus may scrap the troubled A400M program, according to this London Telegraph report of a Der Spiegel interview with Airbus CEO Tom Enders. Peugeot Citroen fired Christian Streiff, who designed the Power8 restructuing program for Airbus but then… Read More