Leeham News and Analysis
There's more to real news than a news release.
Bjorn’s Corner: Turbofan engine challenges, Part 1
October 28, 2016, ©. Leeham Co: Before we go into the details on the innards of airliner turbofans, we will look at some basics. We do that so that everyone is on the same page. A turbofan engine generates… Read More
Boeing beats estimates on one-time gains
Oct. 26, 2016: Boeing Co. beat analyst estimates on one-time gains but also reported that it raised earnings guidance for the full year. The press release with full details is here. Revenues were down 2% year-over-year to $72.1bn…. Read More
Pontifications: Rockwell buying B/E Aerospace: getting out while the getting is good?
Oct. 24, 2016, © Leeham Co.: An announcement Sunday by supplier Rockwell Collins (NYSE:COL) that it will acquire B/E Aerospace (NYSE: BEAV) for $6.5bn caught analysts by surprise. The price tag rises to $8.3bn when assumption of BEAV’s… Read More
From zero to 10,000 in 50 years; can COMAC duplicate this achievement?
By Bjorn Fehrm October 19, 2016, ©. Leeham Co: Airbus delivered its 10,000 aircraft last week (Figure 1), an A350-900 delivered to Singapore Airlines. Delivering the 10,000 aircraft after 50 years of start of project is impressive, especially… Read More