April 26, 2017: The Airbus 1Q2017 earnings call is tomorrow. Problems with the Pratt & Whitney GTF and slower-than-expected ramp-up of the CFM LEAP affected A320neo deliveries in the quarter. Continuing problems with interiors supply depressed A350 deliveries…. Read More
April 25, 2017: Boeing’s first quarter earnings call is tomorrow. Focus is expected to be on its plans for expanding after-market services with its new business unit, Boeing Global Services. Earlier today, LNC posted a Special Report from… Read More
Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More
Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.
Top 10 aviation stories of the year on Leeham News
Dec. 31, 2017, © Leeham Co.: Airplane development and the whimsicle made the Top 10 stories on LNC in 2017. The Top 10 are a statistical listing of the most-viewed posts, not some judgment call on the part… Read More
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Posted on December 31, 2017 by Scott Hamilton
Airbus, Airlines, American Airlines, Boeing, Bombardier, CSeries, Emirates Airlines, Leeham News and Comment, McDonnell Douglas, MOM, New Midmarket Aircraft, NMA, Qatar Airways
737-7, 737-700, 777-9, A321, A321NEO, A322, A380, Airbus, Bernstein Research, Boeing, Bombardier, C Series, Delta Air Lines, Emirates Airline, McDonnell Douglas, MD-95, New Midmarket Aircraft, NMA, Norwegian Air Shuttle, Qatar Airways, Singapore Airlines
Analyst: Airbus could eventually terminate CSeries program
Nov. 7, 2017, © Leeham Co.: The Bombardier CSeries may go the way of the McDonnell Douglas MD-95, a Wall Street aerospace analyst suggests: that is, the program is likely to remain unprofitable and be shut down. Doug… Read More
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Posted on November 7, 2017 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, McDonnell Douglas
Airbus, Bernstein Research, Boeing, Boeing 717, Bombardier, CSeries, Doug Harned, McDonnell Douglas, MD-95
Airbus earnings preview: supplier issues depress deliveries
April 26, 2017: The Airbus 1Q2017 earnings call is tomorrow. Problems with the Pratt & Whitney GTF and slower-than-expected ramp-up of the CFM LEAP affected A320neo deliveries in the quarter. Continuing problems with interiors supply depressed A350 deliveries…. Read More
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Posted on April 26, 2017 by Scott Hamilton
Uncategorized
A320NEO, A350, Airbus, Bernstein Research, Raymond James
Boeing earnings preview: doubts about Global Services target
April 25, 2017: Boeing’s first quarter earnings call is tomorrow. Focus is expected to be on its plans for expanding after-market services with its new business unit, Boeing Global Services. Earlier today, LNC posted a Special Report from… Read More
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Posted on April 25, 2017 by Scott Hamilton
Boeing
1Q2017 Earnings Calls, Bernstein Research, Boeing, Buckingham Research Group, Canaccord Genuity, JP Morgan, Kevin Michaels, R. W. Baird, Wells Fargo
Pontifications: No rate increase on Boeing 787 predicted
Jan. 30, 2017, © Leeham Co.: Boeing will decide this year whether to boost 787 production to 14/mo from 12/mo by the end of the decade. I don’t see how this can happen. Neither do several aerospace analysts…. Read More
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Posted on January 30, 2017 by Scott Hamilton
Airbus, Boeing, Pontifications
787, 787-10, 787-9, Airbus, Bernstein Research, Boeing, Canaccord Genuity, Dennis Muilenburg, JP Morgan, Morgan Stanley, Wells Fargo
Pontifications: Airbus, Boeing single-aisle production rates solid
Jan. 23, 2017, © Leeham Co.: The global economy is softening and airlines are deferring airplanes, but we don’t see Airbus or Boeing trimming aircraft production for their single-aisle airplanes. Over-sales and rising fuel prices support today’s A320… Read More
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Posted on January 23, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Embraer, Pontifications, United Airlines
737 MAX, 777 Classic, 787, A319neo, A320NEO, Airbus, airlines, Bernstein Research, Boeing, Doug Harned, Embraer, John Leahy, John Slattery, Southwest Airlines, United Airlines
Pontifications: More job cuts coming at Airbus, Boeing
Dec. 12, 2016, © Leeham Co.: Airbus and Boeing continue to cut costs with internal reorganizations. These are needed efforts. And they trickle down to the supply chain. The new CEO at Boeing Commercial Airplanes, Kevin McAllister, is… Read More
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Posted on December 12, 2016 by Scott Hamilton
Airbus, Airlines, Boeing
Airbus, Bernstein Research, Boeing, CanaccordGenuity, IATA, Impressa, International Air Transport Assn., Kevin McAllister, Spirit Aerosystems
Pontifications: A fresh perspective at Boeing Commercial is sorely needed
Nov. 28, 2016, © Leeham Co.: Boeing last week named an outsider, Kevin McAllister, as the chief executive officer of Boeing Commercial Aircraft (BCA). I think this has the potential to be an invigorating move. McAllister comes to… Read More
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31 Comments
Posted on November 28, 2016 by Scott Hamilton
Airbus, Boeing, GE Aviation, Middle of the Market, Pontifications
737-9. 737-10, 737-900ER, 777-10, A321NEO, Airbus. Boeing, Bernstein Research, Clint Eastwood, Dennis Muilenburg, Doug Harned, Firefox, GE Aviation, Kevin McAllister, Middle of the Market airplane, Ray Conner
Alcoa looks for weaker 2017: Weekly analyst synopsis
Oct. 20, 2016: This week’s analyst summaries focus on continuing delivery shortfalls at Airbus because of delays in receiving Pratt & Whitney GTF engines; continued expectations Boeing will reduce again the projected production rate of the 777 Classic;… Read More
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Posted on October 20, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CSeries, Embraer, Pratt & Whitney
Airbus, Alcoa, Bernstein Research, Boeing, Bombardier, Credit Suisse, Embraer, Goldman Sachs
Weekly Analyst Synopsis: Rolls, Boeing and leasing companies
Sept. 28, 2016: This week’s aerospace analyst research synopsis looks at Rolls-Royce. aircraft leasing companies and the implications to supply-and-demand, and the Iran Air order clearance by the US for Boeing.
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Posted on September 28, 2016 by Scott Hamilton
Airbus, Boeing, Rolls-Royce
737NG, 747-8, 777 Classic, 777X, Airbus, Bernstein Research, Boeing, Goldman Sachs, Morgan Stanley, Rolls-Royce
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