Leeham News and Analysis
There's more to real news than a news release.
- Boeing sees no new single aisle plane until 2040
- Safran raises full-year guidance on record LEAP output and booming engine aftermarket
- Bjorn’s Corner: Faster aircraft development. Part 13. Preliminary Design Review, PDR.
- MTU Aero Engines revenue and earnings up sharply amid strong OEM business
- Airbus’ A321neo, A321LR or A321XLR?
Welcome news for Bombardier, Mitsubishi
Subscription required Introduction Feb. 22, 2016, © Leeham Co.: The large order (Letter of Intent) last week by Air Canada for 45 firm and 30 option CS300s was welcome news for Bombardier. And the LOI from the US… Read More
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Posted on February 22, 2016 by Scott Hamilton
Pontifications: Tax breaks in Washington State
Feb. 22, 2016, © Leeham Co.: A group of Democratic legislators in Washington State will introduce five bills aimed at repealing some tax breaks and also taking yet another run at holding Boeing’s feet to the fire by tying… Read More
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Posted on February 22, 2016 by Scott Hamilton
Rolls-Royce, short and long term outlook
By Bjorn Fehrm Subscription required. Introduction Feb. 18, 2016, ©. Leeham Co: Rolls-Royce reported earnings for the full year results for 2015 Friday. The share price took a hike after more than one and a half years of being… Read More
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Posted on February 18, 2016 by Bjorn Fehrm
Boeing CEO sees strong fundamentals
Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More
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Posted on February 17, 2016 by Scott Hamilton
Air Canada orders up to 75 C Series; announced with BBD 2015 financial results
Feb. 17, 2016: The long drought is over. Air Canada has ordered up to 75 Bombardier C Series.The press conference is at 11am EST today. These will replace 25 Embraer E-190s. BBD now has orders and commitments for… Read More
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Posted on February 17, 2016 by Scott Hamilton
Airbus, Boeing cash, stock, dividend strategies similar
Feb. 16, 2016, © Leeham Co.: Boeing has been under pressure since its Jan. 27 earnings call, when its 2016 guidance fell short of analyst expectations. Then the news that the company is under preliminary investigation by the… Read More
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Posted on February 16, 2016 by Scott Hamilton
Pontifications: Gifts that keep on giving
Feb. 15, 2016, © Leeham Co. In the news business, it’s called the gift that keeps on giving. These are news stories on topics that just won’t go away. And we get to write about them over and… Read More
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Posted on February 15, 2016 by Scott Hamilton
Bombardier earnings preview
Subscription required Introduction Feb. 16, 2016, © Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More
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Posted on February 15, 2016 by Scott Hamilton
PNAA Day 2: Airbus says Boeing has product gap.
Feb. 10, 2016 © Leeham Co. Boeing has a product gap that Airbus is filling with its airplanes, says Simon Pickup, strategic marketing director. Pickup said Boeing has a gap in its product line between the 737-8 and the 787-9…. Read More
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Posted on February 10, 2016 by Scott Hamilton
Dissecting Boeing cost-cutting
Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More
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Posted on February 11, 2016 by Scott Hamilton
Airbus, Boeing, IAM 751, Leeham News and Comment, Premium, SPEEA
737-10, 757, 777X, A330, Airbus, Boeing, Dennis Muilenburg, IAM 751, Jim McNerney, KC-46A, Ray Conner. 787, SPEEA, Wall Street Journal