July 6, 2017: The industrial portion of the Farnborough Air Show (#FIA16 on Twitter) officially begins Monday and runs through Thursday. There are also some special events Sunday. LNC will be reporting from the Show throughout the week. Below… Read More
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
June 27, 2016: Aerospace and airline analysts are reacting to Thursday’s vote in Britain to leave the European Union. Below is a synopsis of some of the analyst notes we receive. Credit Suisse We are forwarding the analysis… Read More
Boeing launches PFS 2.0
Update, 0815 PDT July 7: Boeing Corporate Headquarters responded to our questions. The transcript has been added to the article below. July 7, 2016, © Leeham Co.: Boeing’s controversial Partnering for Success (PFS) drew ire from its suppliers… Read More
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Posted on July 7, 2016 by Scott Hamilton
air force tanker, Boeing, Leeham News and Comment, Pacific Northwest Aerospace Alliance, United Technologies
747-8, 787, Boeing, Dave Gitlin, Héroux-Devtek, Jim McNerney, KC-46A, Michel Merluzeau, Pacific Northwest Aerospace Alliance, Partnering for Success, PFS 1.0, PFS 2.0, PNAA, Richard Aboulafia, United Technologies Aerosystems, UTAS
IATA, Lufthansa cargo reports are discouraging
July 6, 2016, © Leeham Co.: Going into the Farnborough Air Show (#FIA16 on Twitter) next week, ominous signs continue to emerge about the health of the air cargo industry. The International Air Transport Assn. (IATA) Wednesday said… Read More
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Posted on July 6, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, Farnborough Air Show, IATA, Paris Air Show
747-8F, A330F, Airbus, Boeing, Farnborough Air Show, IATA, International Air Transport Assn., Lufthansa Cargo, Paris Air Show, Volga-Dnepr
Farnborough Preview #3: Analysts weigh in
July 6, 2017: The industrial portion of the Farnborough Air Show (#FIA16 on Twitter) officially begins Monday and runs through Thursday. There are also some special events Sunday. LNC will be reporting from the Show throughout the week. Below… Read More
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10 Comments
Posted on July 6, 2016 by Scott Hamilton
Airbus, Boeing, Farnborough Air Show
737 MAX, 777X, Airbus, Boeing, Farnborough Air Show, Southwest Airlines, Spirit Aerosystems
Book Review: The Crash Detectives
July 5, 2016, © Leeham Co.: The Crash Detectives, by Christine Negroni, © 2016. Penguin Books. Available on Amazon.com. As an avid follower of The Smithsonian Channel’s “Air Disaster” series and The Weather Channel’s “Why Planes Crash,”… Read More
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Posted on July 5, 2016 by Scott Hamilton
Airbus, Boeing, Malaysian Airlines, MH370
777, 787, Airbus, Boeing, Christine Negroni, Comet, Crash Detectives, de Havilland, Malaysia Airlines, MH370, Qantas Airways, United Airlines
Pontifications: Boeing is back
July 4, 2016, © Leeham Co.: It’s looking like all the pain and agony of the 787 development is behind Boeing. (Except for the deferred production costs, of course.) Boeing is back into airplane development mode. To be… Read More
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98 Comments
Posted on July 4, 2016 by Scott Hamilton
Airbus, Boeing, Farnborough Air Show, GE Aviation, MOM, Pontifications
737-10, 737-7, 737-7.5, 737-9, 757, 767, 777-10, 777-9, 787, Airbus, Aviation Week, Bloomberg News, Boeing, Farnborough Air Show, Jon Ostrower, New Mid-market Aircraft, Wall Street Journal
Farnborough Air Show preview: expectations and possible surprises
Subscription Required Introduction July 4, 2016, © Leeham Co: The Farnborough Air Show begins next Monday and predictably, focus will be on orders. With new airplanes from Airbus and Boeing past their development stages, conventional wisdom says there… Read More
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Posted on July 4, 2016 by Scott Hamilton
Airbus, Boeing, Bombardier, CFM, Comac, Embraer, Farnborough Air Show, Irkut, Mitsubishi, Pratt & Whitney, Premium, Rolls-Royce
Airbus, Boeing, Bombardier, Comac, Embraer, Farnborough Air Show, Irkut, Mitsubishi
Southwest’s MAX deferral
Bloomberg News reports that Boeing is mulling a 777-10. We hinted at this last July with the large GE9X development. See our Paywall Farnborough preview this coming Monday for more information. Subscription Required Introduction June 29, 2016, ©… Read More
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Posted on June 30, 2016 by Scott Hamilton
Airlines, Boeing
737 Classic, 737 MAX, 737NG, Boeing, Credit Suisse, Goldman Sachs, Southwest Airlines
Analysts opine on Airbus, Boeing, Iran and Brexit
June 24, 2016: Brexit continues to creep into US analyst reports for the potential impact of companies doing business in the United Kingdom. But there are other issues as well. Highlights this week: Spirit Aerosystem is a supplier… Read More
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32 Comments
Posted on June 29, 2016 by Scott Hamilton
Airbus, Airlines, B/E Aerospace, Boeing
Airbus, airlines, BE Aerospace, Boeing, Buckingham Research, Credit Suisse, Goldman Sachs, Iran Air, JP Morgan, Morgan Stanley, Southwest Airlines, Spirit Aerosystem
Brexit special: analyst reaction
June 27, 2016: Aerospace and airline analysts are reacting to Thursday’s vote in Britain to leave the European Union. Below is a synopsis of some of the analyst notes we receive. Credit Suisse We are forwarding the analysis… Read More
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70 Comments
Posted on June 27, 2016 by Scott Hamilton
Airbus, Airlines, Boeing, IATA
Airbus, Boeing, Brexit, CanaccordGenuity, Cowen & Co, Credit Suisse, IATA
Pontifications: Time to calm down from last week’s news cycle
June 27, 2016, © Leeham Co.: Last week turned out to be one of the busiest in aviation in quite some time. Details of the Iran Air Boeing “order” emerged. Everyone overlooks that this is really a “Memorandum of Agreement,”… Read More
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113 Comments
Posted on June 27, 2016 by Scott Hamilton
Airbus, Boeing, Farnborough Air Show, Paris Air Show, Pontifications
737 MAX, Airbus, Boeing, Brexit, Farnborough Air Show, Iran Air, Paris Air Show, Southwest Airlines, Volga-Dnepr
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