Leeham News and Analysis
There's more to real news than a news release.
- Eve Raising $230 Million To Support eVTOL Aircraft Development
- Airbus’ A330neo gets better and better. Part 2
- Collins Aerospace continues R&D on electrical options despite industry pullback
- Bjorn’s Corner: Faster aircraft development. Part 2.
- Boeing’s Ortberg’s first year as CEO: progress, but lots remaining to do
Rolls-Royce, short and long term outlook
By Bjorn Fehrm Subscription required. Introduction Feb. 18, 2016, ©. Leeham Co: Rolls-Royce reported earnings for the full year results for 2015 Friday. The share price took a hike after more than one and a half years of being… Read More
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Posted on February 18, 2016 by Bjorn Fehrm
Boeing CEO sees strong fundamentals
Feb. 17, 2016: The fundamentals of the aerospace industry remain strong in commercial and defense, says Dennis Muilenburg, CEO of The Boeing Co. Airlines are becoming more profitable, allowing them to accelerate fleet replacement, he said. In his… Read More
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Posted on February 17, 2016 by Scott Hamilton
Airbus, Boeing cash, stock, dividend strategies similar
Feb. 16, 2016, © Leeham Co.: Boeing has been under pressure since its Jan. 27 earnings call, when its 2016 guidance fell short of analyst expectations. Then the news that the company is under preliminary investigation by the… Read More
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Posted on February 16, 2016 by Scott Hamilton
Pontifications: Gifts that keep on giving
Feb. 15, 2016, © Leeham Co. In the news business, it’s called the gift that keeps on giving. These are news stories on topics that just won’t go away. And we get to write about them over and… Read More
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Posted on February 15, 2016 by Scott Hamilton
Bombardier earnings preview
Subscription required Introduction Feb. 16, 2016, © Leeham Co.: Bombardier’s fourth quarter and full year 2015 financial results will be reported Wednesday, and we don’t expect the situation to be pretty. Yes, officials will highlight the recent closing… Read More
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Posted on February 15, 2016 by Scott Hamilton
Bjorn’s Corner: Efficient systems, Part 2
12 February 2016, ©. Leeham Co: Last week we looked at what could be done to the aircraft’s systems to increase the aircraft’s efficiency. But it does not stop with systems which can improve the aircrafts internal efficiency…. Read More
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Posted on February 12, 2016 by Bjorn Fehrm
PNAA Day 3: Boeing bought $40bn of stuff from suppliers in 2015
Feb. 11, 2016, © Leeham Co. “We bought more than $40bn worth of stuff from suppliers last year. We delivered 762 airplanes last year and we could not have done that without the suppliers. Feb. 11, 2016: Today… Read More
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Posted on February 11, 2016 by Scott Hamilton
PNAA Day 2: Airbus says Boeing has product gap.
Feb. 10, 2016 © Leeham Co. Boeing has a product gap that Airbus is filling with its airplanes, says Simon Pickup, strategic marketing director. Pickup said Boeing has a gap in its product line between the 737-8 and the 787-9…. Read More
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Posted on February 10, 2016 by Scott Hamilton
PNAA Day 2: Cautionary note raised
Feb. 10, 2016: Today is the second of three days of conference meetings organized by the Pacific Northwest Aerospace Alliance (PNAA), in Lynnwood (WA). We’re providing live reporting throughout the three days. Feb. 10, 2016: Large commercial aircraft… Read More
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Posted on February 10, 2016 by Scott Hamilton
Dissecting Boeing cost-cutting
Subscription required. Introduction Feb. 11, 2016, © Leeham Co. The news yesterday that Boeing is undertaking a new round of cost-cutting has been buzzing around management and labor circles for months. LNC last year began hearing management at… Read More
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Posted on February 11, 2016 by Scott Hamilton
Airbus, Boeing, IAM 751, Leeham News and Comment, Premium, SPEEA
737-10, 757, 777X, A330, Airbus, Boeing, Dennis Muilenburg, IAM 751, Jim McNerney, KC-46A, Ray Conner. 787, SPEEA, Wall Street Journal