Leeham News and Analysis
There's more to real news than a news release.
United Airlines revises fleet plan
April 23, 2015: United Airlines announced its 1Q2015 earnings today (which will eventually be posted with commentary on SkyWriterAviation.aero). What caught our eye in the press release was the following. United will: Complete the removal of more than… Read More
Analysts hone in on Boeing Free Cash Flow
Subscription Required Introduction April 22, 2015: c. Leeham Co. Boeing may have reported solid earnings for the first quarter, but aerospace analysts focused on free cash flow (FCF) and gave the company a raspberry. Analysts have been increasingly… Read More
Boeing 1Q15 earnings: EPS beats consensus but cash flow concerns dominate analyst reaction
April 22, 2015: Boeing reported its first quarter earnings today, with earnings per share well ahead of analyst expectations. Of the analyst reports we see, only Bernstein was pleased with the cash flow, with others concluding free cash… Read More
IAM vote delay at Boeing SC shows weakness
Subscription Required Introduction April 19, 2015, c. Leeham Co. The withdrawal by the International Association of Machinists of the planned April 22 unionization vote at the Boeing 787 plant in Charleston (SC) appears to answer a question that… Read More
Rolls-Royce displaces Engine Alliance for Emirates A380 order
Rolls-Royce, in a major upset, won the Emirates Airlines order to power 50 Airbus A380s ordered in November 2013. The win displaces Engine Alliance, which to now has been the sole-source provider for EK’s A380s. Two sources confirmed… Read More
Aviation Partners Boeing: next step–scimitar for 757, 767
Subscription Required Introduction April 14, 2015: Several airlines operate the Boeing 757 across the Atlantic on “thin” routes but sometimes have to do refueling tech stops when high westerly winds occur. The 757s are aging, with engine maintenance,… Read More
Boeing MOM airliner; market coverage
By Bjorn Fehrm Subscription required. Introduction 12 April, 2015: In our study of the options for Boeing’s market study called Middle of the Market (MOM), we could conclude that the most likely aircraft to cover their 200-250 seat… Read More
Airbus to tout economy “Choice” at Hamburg interiors show
April 8, 2015: Airbus will unveil a new concept at the international Hamburg interiors convention next week call “Choice” for the economy cabin. The concept is intended to further segment the traveling public demand and increase revenue for… Read More