Leeham News and Analysis

There's more to real news than a news release.

There's more to real news than a news release.

In strategy shift, Boeing backs 7 MAX: sources

Feb. 22, 2016, (c) Leeham Co. In a shift in strategy, Boeing is now fully backing development of the 737-7 MAX instead of urging the only two customers that have ordered the airplane to up-gauge to the MAX… Read More

 60 Comments

 Posted on February 22, 2016 by

 Airlines, Boeing, Bombardier, CSeries, Embraer

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Transition from McNerney to Muilenburg complete

Feb. 22, 2016, (c) Leeham Co.: The transition from the controversial and divisive Jim McNerney to the leadership of Dennis Muilenburg at The Boeing Co. is now complete. Boeing announced today that McNerney stepped down as chairman and… Read More

 3 Comments

 Posted on February 22, 2016 by

 Boeing, IAM 751, International Association of Machinists

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Welcome news for Bombardier, Mitsubishi

Subscription required Introduction Feb. 22, 2016, © Leeham Co.: The large order (Letter of Intent) last week by Air Canada for 45 firm and 30 option CS300s was welcome news for Bombardier. And the LOI from the US… Read More

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 Posted on February 22, 2016 by

 Airbus, Boeing, Bombardier, Embraer, Mitsubishi, Premium

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Pontifications: Tax breaks in Washington State

Feb. 22, 2016, © Leeham Co.: A group of Democratic legislators in Washington State will introduce five bills aimed at repealing some tax breaks and also taking yet another run at holding Boeing’s feet to the fire by tying… Read More

 12 Comments

 Posted on February 22, 2016 by

 Airbus, Boeing, IAM 751, International Association of Machinists, Pontifications, SPEEA

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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

 Airbus, Airlines, Boeing, Bombardier, Emirates Airlines, Engine Alliance, GE Aviation, International Aero Engines, Pratt & Whitney, Premium, Rolls-Royce

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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

 61 Comments

 Posted on February 17, 2016 by

 Airbus, Airlines, Boeing

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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

 46 Comments

 Posted on February 16, 2016 by

 Airbus, Boeing

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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

 58 Comments

 Posted on February 15, 2016 by

 Airbus, Boeing, Bombardier, Pontifications

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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

 Airbus, ATR, Boeing, Bombardier, Embraer, Premium

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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

 11 Comments

 Posted on February 12, 2016 by

 Bjorn's Corner, Boeing, GE Aviation

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