Wells Fargo sees reasonable, risky production rates

June 7, 2016: Single-aisle production rates of 57/mo at Boeing and 60/mo at Airbus are reasonable when achieved in the near term but more problematic in 2019. Wide-body production rate hikes are risky. This is the conclusion of… Read More

UTC media day 1: UTAS, twice the size of any other aerospace systems company

Note: United Technologies Corp (UTC) is holding its annual Media Days today and tomorrow. We’re providing reporting from the event. This is the first time in our long participation that UTC Aerospace Systems is presenting. UTAS is a… Read More

Pontifications: The Bottom Line isn’t always about The Bottom Line

June 6, 2016, © Leeham Co.: Sweetheart deals to win strategic aircraft orders are nothing new in commercial aviation. John Leahy, COO-Customers for Airbus, last week poked Bombardier for its order from Delta Air Lines. Citing a reported… Read More

Airbus stepping up innovation

By Bjorn Fehrm Subscription required Introduction June 6, 2016, ©. Leeham Co: In January last year I had a discussion with Airbus CEO Fabrice Bregier regarding the innovation level at Airbus. The background to the discussion was that… Read More

Boeing: no new technical issues with KC-46A

June 2, 2016: Boeing is not discovering more technical issues with the KC-46A, but recent issues relating to the refueling boom and wing pods are being worked through while concurrent production progresses. “As we discover things in flight… Read More

Airbus aircraft programs in review

By Bjorn Fehrm in Hamburg Introduction May 31, 2016, ©. Leeham Co: Airbus went through a complete review of all their aircraft programs as part of their yearly briefing for media in Hamburg today. A lot was said… Read More

New KC-46A delay means more charges probable

Subscription Required Introduction May 30, 2016, © Leeham Co.: It’s the classic maneuver to bury bad news: Boeing Boeing KC-46A. Source: National Defense Magazine via Google images. announced on Friday, the start of the three-day Memorial Day weekend… Read More

Pontifications: The crystal ball

May 30, 2016, © Leeham Co.: We at Leeham Co. and Leeham News and Comment take some risk when we make analyses, forecasts, projections and predictions. These often put us out on a limb, open us to criticism and even… Read More

Dissecting Wide-Body deliveries through 2030

Subscription Required. Introduction May 26, 2016, © Leeham Co.: A softening of trans-Atlantic air traffic, with declining yields and passenger demand, raises anew concerns that there is an oversupply and over-ordering of twin-aisle aircraft. Air Lease Corp. addressed… Read More

E190-E2’s first flight

May 24, 2016: Embraer’s E190-E2 had its first flight yesterday, several months ahead of the internal schedule (original plan was September) making it the only new airplane program in recent history to be significantly ahead. Boeing’s 737 MAX… Read More