Leeham News and Analysis
There's more to real news than a news release.
Odds and Ends: Airbus–60% of single aisle market; 777X customer meeting and EIS; advancing A350-1000
Airbus Market Share: Airbus figures it will keep around a 60% market share for single-aisles, according to this Reuters story. Boeing is going to beat Airbus handily for sales this year with the conversion of hundreds of MAX… Read More
Boeing’s 3Q strong; initial analyst takes; transcript link
Boeing announced strong results for 3Q2012. The press release may be found here.The transcript from the earnings call is here. The initial analyst take is below. Note the pension comments in JP Morgan; this helps explain why Boeing… Read More
Boeing starts 777 build at 8.3/mo rate
777 Build Rate: Even as Airbus opened its A350 Final Assembly Line in Toulouse today, Boeing announced it has now gone to rate 8.3/mo on the rival 777. (One must wonder if the timing of the announcement is… Read More
Key supplier says engine makers unsure of Boeing ramp up plans
A key supplier says engine makers aren’t as positive about plans by Boeing to ramp up production. Allegheny Technologies hosted an investors’ day last month. In a note issued September 14 by Buckingham Research Group, BRG wites: ATI… Read More
Airbus, Boeing battle for US MAX-NEO market share
With the announcement by Alaska Airlines for 20 737 MAX 8s, 17 737 MAX 9s (and 13 Next-Generation 737-900ERs), Airbus and Boeing continue their battle for the US market. There are still a number of customers who have… Read More
Military contracts exempt from government subsidies
A new round of news articles has emerged concerning launch aid to Airbus for the A350. This one is typical. It and others tied the subsidies identified in the long-running WTO case received by Airbus to the proposed… Read More