Leeham News and Analysis

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

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

The Military Gravy Train. Not for everyone.

Subscription Required By the Leeham News Team  Aug. 22, 2024, © Leeham News: Lockheed Martin (LM). RTX. Northrop Grumman (NG), General Dynamics (GD). BAE Systems (BAE). These are the world’s largest defense contractors, by revenue. 2023   2022… Read More

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 Posted on August 22, 2024 by

 Airbus, Boeing, Premium

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Airbus posts strong earnings; ‘hell of a ride’ ahead, says CEO

By Dan Catchpole July 26, 2018, © Leeham News: Airbus posted strong earnings for the year’s second quarter, thanks to better profitability on its A350 and A320 programs. Investors rewarded the news by pushing Airbus share prices to… Read More

 27 Comments

 Posted on July 26, 2018 by

 AirAsia, Airbus, Bombardier, CSeries, Farnborough Air Show, Pratt & Whitney, Uncategorized

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Odds and Ends: Bombardier lands Delta’s RJ deal; 787 events in perspective; Airbus/China; Enders victory

Delta Air Lines: Bombardier, in a welcome development, landed a major order with Delta for 40+30 CRJ900s, beating out Embraer’s E-Jet proposal. Delta has a large, installed base of CRJs and EMB wasn’t too optimistic, in management-analysts meetings… Read More

 11 Comments

 Posted on December 6, 2012 by

 AirInsight, Boeing, Bombardier, CSeries, EADS, Embraer

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Odds and Ends: Cargolux, Qatar to split; P-8A and MAX; More on Sequestration; Dodging that depth charge

Cargolux, Qatar Airways to split: Several news stories report that Qatar Airways is going to dump its 35% stake in Cargolux. The stories indicate a disagreement in the direction of Cargolux. This story is the most detailed, although… Read More

 17 Comments

 Posted on November 19, 2012 by

 Boeing, EADS

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EADS-BAE merger off; government interference, key shareholder kill it

The EADS-BAE Systems merger is off, killed by a combination of government interference and a key BAE shareholder who opposed it. Read here and here and here. We favored the merger as a way to get the French… Read More

 6 Comments

 Posted on October 10, 2012 by

 Airbus, Boeing, EADS

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Odds and Ends: A350 launch aid; strike at Bombardier biz jets; Embraer demand off; EADS-BAE

A350 Launch Aid: The US Trade Rep says it has the documents outlining $4.5bn in launch aid for the Airbus A350, according to a Reuters story. Predictably, Boeing and the USTR have gone in to overdrive. The A350… Read More

 41 Comments

 Posted on October 8, 2012 by

 Airbus, American Airlines, Boeing, Bombardier, CSeries, EADS, Embraer

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Odds and Ends: 787-9 progress but Qatar blast Boeing; EADS; Airbus

Boeing 787-9 progress: Aviation Week has this article detailing progress in the 787-9 program. Qatar blasts Boeing: In what should come as absolutely no surprise, Qatar’s vocal CEO took his displeasure with Boeing public, blasting the company for… Read More

 21 Comments

 Posted on October 1, 2012 by

 Airbus, Boeing, EADS

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Odds and Ends: EADS faces unhappiness over BAE merger; EU rejects US WTO compliance claims; SPEEA Update

EADS unhappiness: In the weeks after the merger with BAE Systems was announced, it’s clear that the proposed merger with EADS hasn’t ben well received by shareholders or the EADS governments. This Reuters story details the reluctance from… Read More

 18 Comments

 Posted on September 27, 2012 by

 Airbus, EADS

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Odds and Ends: FT on BAE-EADS; Boeing-SPEEA dispute getting ugly; Arik Air

BAE-EADS: The Financial Times of London has this analysis, from the British perspective, of the proposed merger between BAE Systems and EADS. Bloomberg News has this analytical piece. And when the merger was announced, Boeing CEO Jim McNerney… Read More

 6 Comments

 Posted on September 20, 2012 by

 Airbus, Boeing, EADS

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Odds and Ends: Status of KC-46A; US Airways without AA; CSeries timeline

KC-46A: Aviation Week has this article on the current status of the Boeing KC-46A tanker and the management challenges. AvWeek also reports what we did earlier: the tanker gets nailed in sequestration. We have the specifications sheet here:… Read More

 36 Comments

 Posted on September 19, 2012 by

 Boeing, Bombardier, CSeries, EADS

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