Leeham News and Analysis
There's more to real news than a news release.
Pontifications: Reorganization at Airbus
Oct. 3, 2016, © Leeham Co.: Airbus confirmed Friday the news reports from Bloomberg and Reuters that a major organizational restructuring of the company is underway. The Wall Street Journal had this report Friday. Airbus Group CEO… Read More
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.
No sanctions will be levied on Airbus and Boeing in WTO dispute
Subscription Required Now open to all readers. Introduction Sept. 26, 2016, © Leeham Co.: It’s hazardous to use the word “never,” but the US and European Union will never impose trade sanctions or tariffs on Airbus or Boeing… Read More
WTO slams EU, Airbus
Sept. 22, 2016: The World Trade Organization (WTO) today found that the European Union not only did not cure its previous finding that Airbus received illegal financing aid in launching the A300 through A380, it further violated rules… Read More
Boeing positioned to narrow market share gap
Subscription Required Now open to all readers. Introduction Sept. 22, 2016, © Leeham Co.: Early this year Boeing officials began a new message in pushing back against market data that show Airbus captured about 60% of the single… Read More
LCC changes face of long-haul
By Bjorn Fehrm 21 September 2016, ©. Leeham Co: Norwegian has announced that it has now flown its three millionth passenger on their long-haul network. Norwegian first launched low-cost flights from Scandinavia to the U.S. in May 2013,… Read More
Weekly analyst update: focus on Boeing, Zodiac and defense stocks
Sept. 21, 2016: Today’s weekly analyst synopsis includes commentary on the US presidential election on defense stocks; some updates about Boeing and its recent appearance before the Morgan Stanley conference; and improvements at Zodiac, which affect Airbus. Analysts… Read More