Leeham News and Analysis
There's more to real news than a news release.
Airbus results depressed from continuing delivery delays
Oct. 26, 2016: Airbus Group reported that its nine months financial results continue to be depressed by delivery delays in the A320neo and A350-900 programs. The Group reported revenues of €43bn for the period and charges that lowered profits…. Read More
Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?
Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More
From zero to 10,000 in 50 years; can COMAC duplicate this achievement?
By Bjorn Fehrm October 19, 2016, ©. Leeham Co: Airbus delivered its 10,000 aircraft last week (Figure 1), an A350-900 delivered to Singapore Airlines. Delivering the 10,000 aircraft after 50 years of start of project is impressive, especially… Read More
The evolving European legacy carrier
By Bjorn Fehrm October 13, 2016, ©. Leeham Co, Nice: Scandinavian Airlines (SAS) has fought its way back from a near-death experience in 2012, readjusting to the growing low cost carrier environment in Europe. After nearly being bought… Read More