Pontifications: Storm warnings ahead

Aug. 17, 2015 (c) Leeham Co: Sometimes I never know what’s going to exercise readers. Sometimes it’s obvious. Last week it wasn’t. Our post last week about the formidable challenges still facing Bombardier for the CSeries brought some… Read More

Bombardier reports lower 2Q2015 income

July 30, 2015: Bombardier reported lower net income on slightly higher revenues for the second quarter. The press release is here. The earnings call presentation is here. Bombardier-Q2-2015-Presentation-20150730-en “Overall, the second quarter was in line with plan in terms… Read More

Bombardier ‘transformation initiative’ goes after costs across the enterprise, supply chain

June 8, 2015, c. Leeham Co. Bombardier suppliers, already squeezed by Airbus and Boeing to cut costs and prices, will soon face a new effort from Bombardier to do the same. The new chief executive officer, Alain Bellemare, last… Read More

Paris Air Show: Bombardier

Subscription Required. Introduction March 17, 2015, c. Leeham Co.: Bombardier and air shows just don’t get along. In 2009, there was wide anticipation at the Paris Air Show that BBD would announce a deal with Qatar Airways for… Read More

Shake-up continues at Bombardier

The shake-up continues at Bombardier, with new CEO Alain Bellemare replacing Mike Arcamone, the president of the commercial aerospace unit, with the former president of mega-lessor International Lease Finance Corp., Fred Cromer. Bellemare also retained the consulting firm… Read More

Leahy gets lifetime achievement award; CSeries could be delayed again

March 23, 2015: John Leahy, Aviation Week Lifetime Achievement Award: John Leahy, the chief operating officer-commercial for Airbus, received the Lifetime Achievement Award from Aviation Week. It’s a well-deserved award. As the AvWeek write up details, Leahy has… Read More

Rebuilding confidence at Bombardier

Subscription Required This week the Malay government announced an order for 20 CSeries CS100s. for a new airline. Introduction March 17, 2015: c. Leeham Co. Turmoil at Bombardier, both financial and with the departure of several key personnel,… Read More

Bombardier’s crisis of confidence perhaps the biggest challenge for CSeries

Subscription Required Introduction Feb. 18, 2015, c. Leeham Co.: Alain Bellemare, Bombardier’s new president and chief executive officer, has his work cut out for him. Figure 1. The CSeries was supposed to enter service in late 2013, two… Read More

Lufthansa fleet exec praises top-level change at Bombardier

Feb. 13, 2015, c. Leeham Co.: The appointment of Alain Bellemare as president and chief executive officer of Bombardier is viewed positively by the largest and most influential customer for the slow-selling CSeries, Lufthansa Airlines Group. Lufthansa has… Read More

Bombardier 2014 earnings, 4Q negative cash flow at Aerospace, debt/equity plan

2014 earnings presentation (PDF) Feb. 12, 2015: Struggling under the strain of two years of delays for the CSeries, poor sales of the Q400 and CRJ and a disastrous LearJet program, the world’s commercial airplane maker shuffled its… Read More