Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

Analysts opine on Embraer, Bombardier

Goldman Sachs and JP Morgan issued notes this week that give some opinions on rivals Embraer and Bombardier: Goldman Sachs: Embraer July 31: We believe Embraer remains the best, yet most ignored, story in our commercial aerospace coverage…. Read More

 4 Comments

 Posted on August 2, 2011 by

 Bombardier, Embraer

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American is the launch customer for 737RE–but not the launch operator

American Airlines is the launch customer for the Boeing 737 re-engine, but it’s not the launch operator. As American’s 10Q SEC filing revealed the day the order was announced, AA won’t take delivery of the first 737RE until… Read More

 9 Comments

 Posted on July 27, 2011 by

 Airbus, Boeing, Bombardier, CSeries

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Analysts view the Re-Engine competition

We were traveling last week and are only now getting around to going through the analyst reports we receive, commenting on the American Airlines order. We put together a long synopsis after the jump. Meanwhile, there are a… Read More

 13 Comments

 Posted on July 26, 2011 by

 Airbus, Boeing

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Strategically speaking, why American Airlines?

Update, 11:30am PDT July 25: The Ft. Worth Star-Telegram summarizes the delivery schedule of the huge AA order. Of particular note: AA doesn’t receive its first 737RE until 2018. This raises the question: is the EIS of the… Read More

 25 Comments

 Posted on July 25, 2011 by

 Airbus, Boeing

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$30m for the Airbus, Boeing at American: Wells Fargo

Update, July 26: Wells Fargo issued this update today: American Airlines Pricing Update. On July 26 we heard from American Airlines regarding our calculation that the average price it is paying for reengined A320s and 737s is around… Read More

 27 Comments

 Posted on July 25, 2011 by

 Airbus, Boeing

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For Boeing: when one door closes, another door opens

There’s a saying that when one door closes on an opportunity, another door opens. This is the case with Boeing’s decision to proceed with a 737 re-engine. We first wrote about this in a previous post. Max-Kinglsey Jones… Read More

 28 Comments

 Posted on July 23, 2011 by

 Airbus, Boeing, Bombardier, Comac, CSeries, EADS, Embraer

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McBoeing, 787’s insidious impact overwhelm product strategy

McBoeing is alive and well in Seattle. “McBoeing” is the derisive moniker given the combined Boeing-McDonnell Douglas merger of 1997 in which legacy Boeing personnel say MDC bought Boeing with Boeing’s money. Key positions in Boeing’s C-level suite… Read More

 59 Comments

 Posted on July 21, 2011 by

 Airbus, Boeing

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American Airlines order after-thoughts

It will take a while to absorb all the information that’s been released on the massive AA deal with Airbus and Boeing, and to learn data yet to come, but here are some initial thoughts:

 100 Comments

 Posted on July 20, 2011 by

 Airbus, Boeing

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American press conference on huge order

Running comments from the American Airlines press conference: Tom Horton Today is a transformational day for American. American’s order presentation, 19 page PDF: AMR Aircraft With this plan we are jumping to the front of the line and… Read More

 9 Comments

 Posted on July 20, 2011 by

 Airbus, Boeing

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American orders: Airbus, 260; Boeing, 200

American Airlines this morning announced its blockbusting order that has been the subject of international intrigue since the Paris Air Show. The order is comprised of: 260 A320 family airplanes from Airbus plus 365, with conversions rights within… Read More

 25 Comments

 Posted on July 20, 2011 by

 Airbus, Boeing

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