Weekly analyst report: Hold on Bombardier

Aug. 17, 2016: Bombardier’s first-half orders from Air Canada and Delta Air Lines for the C Series helped, but didn’t eliminate skeptics. Canadian securities firm GMP issued a note Aug. 5 (though we received it only Aug. 12)… Read More

WTO near decisions on Airbus, Boeing compliance

Reuters reports that the World Trade Organization (WTO) is nearing decisions on whether Airbus and Boeing complied with previous rulings to fix subsidies the WTO found were illegal in the production of their commercial airliners. In the meantime,… Read More

What’s happened to the VLA sector?

Subscription Required Introduction Aug. 15, 2016, © Leeham Co.: Boeing says it may discontinue the 747 program. Airbus put the A380neo on indefinite hold. Qantas Airways says it doesn’t want its last eight orders. The OEM will reduce… Read More

Bjorn’s corner; Runway safety systems

August 11, 2016, ©. Leeham Co: I recently wrote about the need for Synthetic Vision and other aids to increase the situational awareness of commercial pilots. I asked the OEMs what their plans were for such aids. One OEM… Read More

Irkut MC-21-200 deepened analysis

By Bjorn Fehrm Subscription required. Introduction August11, 2016, ©. Leeham Co: In February we did the first analysis of the Irkut MC-21-200. The analysis was made on the first data available. During the Farnborough Air Show, we got more information… Read More

Air Lease sounds caution note for Airbus, Boeing

Aug. 10, 2016, © Leeham Co.: Executives of one of the world’s most influential leasing companies said Friday they doubt Boeing will increase production of the 787 from 12 to 14/mo. Air Lease Corp. made the predictions on… Read More

Boeing slightly leads Airbus in YTD orders

Aug. 8, 2016, © Leeham Co.: Boeing continues to lead Airbus in the race for orders post-Farnborough Air Show (FIA), but there are key orders announced there that haven’t been booked on the two OEMs order books. Boeing… Read More

Pontifications: Twelve new designs in 10 years spurred orders

Aug. 8, 2016, © Leeham Co.: The book:bill for Airbus and Boeing this year will be hard-pressed to reach one. Airbus has a better shot, given lower production rates. But the recent years of record-setting orders are over… Read More

State officials need to act now, ahead of lean times coming at Boeing Everett

August 4, 2016 (c) Leeham Co.: With the news that Boeing may terminate the 747-8 program, effective around 2019 when the current backlog expires, the obvious question arises: what happens to the assembly line space now occupied by the… Read More

Boeing 787: Stable Rate, Hike Rate or Cut Rate

Aug. 2, 2016, © Leeham Co.: Boeing officials increasingly downplay the prospect of the 787 production rate increasing to 14/mo by the end of the decade from the current 12/mo, reflecting uncertainty over the strength of the wide-body… Read More